Baystate Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Baystate Wealth Management’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
2023 Q4	$10.8K	Buy	201 +1	+0.5%	+$49	﹤0.01%	702
2023 Q3	$9.71K	Sell	200 -240	-55%	-$12.8K	﹤0.01%	588
2023 Q2	$24.9K	Buy	+440	New	+$24.2K	﹤0.01%	432
2023 Q1	–	Sell	-180	Closed	-$9K	–	1054
2022 Q4	$9K	Hold	180	–	–	﹤0.01%	591
2022 Q3	$8K	Hold	180	–	–	﹤0.01%	580
2022 Q2	$9K	Sell	180 -18	-9%	-$981	﹤0.01%	585
2022 Q1	$12K	Buy	198 +18	+10%	+$1.07K	﹤0.01%	544
2021 Q4	$12K	Buy	+180	New	+$11.5K	﹤0.01%	543
2021 Q3	–	Sell	-72	Closed	-$4K	–	854
2021 Q2	$4K	Sell	72 -1,962	-96%	-$113K	﹤0.01%	580
2021 Q1	$112K	Buy	2,034 +1,074	+112%	+$59.6K	0.01%	183
2020 Q4	$52K	Buy	960 +948	+7,900%	+$49.6K	0.01%	243
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	587
2020 Q2	$1K	Buy	+12	New	+$513	﹤0.01%	604
2020 Q1	–	Sell	-36	Closed	-$2K	–	637
2019 Q4	$2K	Buy	+36	New	+$1.51K	﹤0.01%	525

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Baystate Wealth Management's IHI Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 0.5% in Q4 2023, buying an estimated $49 and bringing the position to 201 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Baystate Wealth Management first reported a position in IHI in Q4 2019 and has held it in 14 quarters since. The position peaked at $112K in Q1 2021. 574 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Baystate Wealth Management held 201 shares of iShares US Medical Devices ETF worth $10.8K as of Q4 2023.
Baystate Wealth Management bought 1 iShares US Medical Devices ETF share in Q4 2023, an estimated $49.
iShares US Medical Devices ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #702 holding.
Baystate Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 14 quarters since.
Baystate Wealth Management's iShares US Medical Devices ETF position peaked at $112K in Q1 2021.
574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.