Bank Julius Baer & Co
IHI icon

Bank Julius Baer & Co’s iShares US Medical Devices ETF IHI Stock Holding History

Bank Julius Baer & Co’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
Q2 		– Sell
-780
Closed -$45.7K – 513
2024
Q1 		$45.7K Hold
780
– – ﹤0.01% 474
2023
Q4 		$42.1K Sell
780
-799
-51% -$39K ﹤0.01% 483
2023
Q3 		$77K Buy
1,579
+48
+3% +$2.55K ﹤0.01% 434
2023
Q2 		$86K Sell
1,531
-429
-22% -$23.6K ﹤0.01% 465
2023
Q1 		$106K Hold
1,960
– – ﹤0.01% 480
2022
Q4 		$103K Sell
1,960
-363
-16% -$18.4K ﹤0.01% 470
2022
Q3 		$110K Sell
2,323
-37
-2% -$1.92K ﹤0.01% 453
2022
Q2 		$119K Hold
2,360
– – ﹤0.01% 474
2022
Q1 		$144K Sell
2,360
-750
-24% -$44.7K ﹤0.01% 459
2021
Q4 		$205K Sell
3,110
-4,164
-57% -$267K ﹤0.01% 528
2021
Q3 		$457K Buy
7,274
+1,190
+20% +$75.9K ﹤0.01% 440
2021
Q2 		$366K Sell
6,084
-42
-0.7% -$2.43K ﹤0.01% 490
2021
Q1 		$337K Sell
6,126
-11,418
-65% -$633K ﹤0.01% 498
2020
Q4 		$957K Buy
17,544
+2,280
+15% +$119K 0.01% 361
2020
Q3 		$762K Sell
15,264
-54
-0.4% -$2.62K 0.01% 329
2020
Q2 		$673K Buy
15,318
+1,038
+7% +$44.4K 0.01% 321
2020
Q1 		$536K Buy
+14,280
New +$601K 0.01% 305

Other funds holding IHI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank Julius Baer & Co's IHI Position: Q2 2024 in Review

Bank Julius Baer & Co sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 780 shares — an estimated $45.7K sold.

Bank Julius Baer & Co first reported a position in IHI in Q1 2020 and held it in 17 quarters. The position peaked at $957K in Q4 2020. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

  • Bank Julius Baer & Co reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 780 iShares US Medical Devices ETF shares in Q2 2024, an estimated $45.7K.
  • Bank Julius Baer & Co first reported a position in iShares US Medical Devices ETF in Q1 2020 and held it in 17 quarters.
  • Bank Julius Baer & Co's iShares US Medical Devices ETF position peaked at $957K in Q4 2020.
  • 546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Bank Julius Baer & Co's 13F filing for Q2 2024, filed 14 Aug 2024.