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Baltimore-Washington Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-272,425
Closed -$16.1M – 155
2024
Q3 		$16.1M Buy
272,425
+8,199
+3% +$468K 0.87% 41
2024
Q2 		$14.8M Buy
264,226
+17,605
+7% +$985K 0.86% 41
2024
Q1 		$14.4M Buy
246,621
+13,208
+6% +$746K 0.9% 43
2023
Q4 		$12.6M Sell
233,413
-163,530
-41% -$7.99M 0.87% 42
2023
Q3 		$19.3M Buy
396,943
+2,653
+0.7% +$141K 1.56% 17
2023
Q2 		$22.3M Buy
394,290
+63,393
+19% +$3.49M 1.77% 17
2023
Q1 		$17.9M Sell
330,897
-3,680
-1% -$196K 1.57% 21
2022
Q4 		$17.6M Buy
334,577
+14,535
+5% +$738K 1.72% 19
2022
Q3 		$15.7M Sell
320,042
-2,561
-0.8% -$133K 1.32% 24
2022
Q2 		$16.3M Buy
322,603
+275,694
+588% +$15M 1.74% 18
2022
Q1 		$15.4M Sell
46,909
-273,310
-85% -$16.3M 1.51% 23
2021
Q4 		$21.1M Buy
320,219
+8,423
+3% +$539K 1.7% 17
2021
Q3 		$19.6M Buy
311,796
+15,390
+5% +$982K 1.72% 17
2021
Q2 		$17.8M Buy
296,406
+17,688
+6% +$1.02M 1.66% 19
2021
Q1 		$15.3M Buy
278,718
+16,770
+6% +$930K 1.56% 23
2020
Q4 		$14.3M Buy
261,948
+20,064
+8% +$1.05M 1.56% 22
2020
Q3 		$12.1M Buy
241,884
+32,700
+16% +$1.58M 1.56% 22
2020
Q2 		$35.7M Buy
209,184
+11,784
+6% +$504K 4.91% 1
2020
Q1 		$7.41M Buy
197,400
+20,580
+12% +$867K 1.34% 32
2019
Q4 		$7.79M Buy
176,820
+5,232
+3% +$220K 1.14% 42
2019
Q3 		$7.07M Buy
171,588
+54
+0% +$2.21K 1.16% 39
2019
Q2 		$6.88M Buy
171,534
+2,526
+1% +$95.6K 1.16% 40
2019
Q1 		$6.52M Buy
169,008
+16,842
+11% +$611K 1.14% 41
2018
Q4 		$5.07M Sell
152,166
-684
-0.4% -$23.7K 1.05% 46
2018
Q3 		$5.79M Buy
152,850
+37,176
+32% +$1.32M 1.05% 47
2018
Q2 		$3.87M Buy
115,674
+19,230
+20% +$626K 0.77% 55
2018
Q1 		$2.97M Buy
96,444
+35,106
+57% +$1.08M 0.65% 57
2017
Q4 		$1.77M Buy
61,338
+23,916
+64% +$690K 0.37% 63
2017
Q3 		$1.04M Buy
+37,422
New +$1.04M 0.24% 66

Other funds holding IHI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IHI Position: Q4 2024 in Review

Baltimore-Washington Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 272,425 shares — an estimated $16.1M sold.

Baltimore-Washington Financial Advisors first reported a position in IHI in Q3 2017 and held it in 29 quarters. The position peaked at $35.7M in Q2 2020. 564 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

  • Baltimore-Washington Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 272,425 iShares US Medical Devices ETF shares in Q4 2024, an estimated $16.1M.
  • Baltimore-Washington Financial Advisors first reported a position in iShares US Medical Devices ETF in Q3 2017 and held it in 29 quarters.
  • Baltimore-Washington Financial Advisors's iShares US Medical Devices ETF position peaked at $35.7M in Q2 2020.
  • 564 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.