Beacon Bridge Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Beacon Bridge Wealth Partners’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 Q1	–	Sell	-3,737	Closed	-$202K	–	101
2023 Q4	$202K	Sell	3,737 -1,052	-22%	-$51.4K	0.1%	106
2023 Q3	$232K	Sell	4,789 -946	-16%	-$50.3K	0.12%	84
2023 Q2	$324K	Sell	5,735 -728	-11%	-$40.1K	0.17%	59
2023 Q1	$349K	Sell	6,463 -1,440	-18%	-$76.7K	0.21%	54
2022 Q4	$415K	Buy	+7,903	New	+$401K	0.3%	41

Other funds holding IHI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Bridge Wealth Partners's IHI Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 3,737 shares — an estimated $202K sold.

Beacon Bridge Wealth Partners first reported a position in IHI in Q4 2022 and held it in 5 quarters. The position peaked at $415K in Q4 2022. 584 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

Beacon Bridge Wealth Partners reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 3,737 iShares US Medical Devices ETF shares in Q1 2024, an estimated $202K.
Beacon Bridge Wealth Partners first reported a position in iShares US Medical Devices ETF in Q4 2022 and held it in 5 quarters.
Beacon Bridge Wealth Partners's iShares US Medical Devices ETF position peaked at $415K in Q4 2022.
584 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.