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Benjamin F. Edwards & Company’s iShares US Medical Devices ETF IHI Stock Holding History

Benjamin F. Edwards & Company’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 		$1.4M Buy
25,039
+1,111
+5% +$62.2K 0.02% 446
2024
Q1 		$1.4M Buy
23,928
+1,374
+6% +$77.6K 0.03% 430
2023
Q4 		$1.22M Buy
22,554
+740
+3% +$36.1K 0.02% 446
2023
Q3 		$1.06M Buy
21,814
+1,180
+6% +$62.7K 0.04% 357
2023
Q2 		$1.17M Buy
20,634
+4,937
+31% +$272K 0.04% 334
2023
Q1 		$847K Buy
15,697
+247
+2% +$13.2K 0.04% 370
2022
Q4 		$812K Buy
15,450
+1,109
+8% +$56.3K 0.04% 366
2022
Q3 		$677K Sell
14,341
-3,794
-21% -$197K 0.03% 386
2022
Q2 		$915K Sell
18,135
-695
-4% -$37.9K 0.04% 342
2022
Q1 		$1.15M Buy
18,830
+527
+3% +$31.4K 0.05% 312
2021
Q4 		$1.21M Buy
18,303
+338
+2% +$21.6K 0.05% 315
2021
Q3 		$1.13M Buy
17,965
+817
+5% +$52.1K 0.06% 311
2021
Q2 		$1.03M Sell
17,148
-5,688
-25% -$329K 0.05% 332
2021
Q1 		$1.26M Sell
22,836
-6,348
-22% -$352K 0.07% 288
2020
Q4 		$1.59M Buy
29,184
+9,756
+50% +$510K 0.09% 228
2020
Q3 		$970K Buy
19,428
+1,266
+7% +$61.3K 0.07% 277
2020
Q2 		$801K Buy
18,162
+4,644
+34% +$198K 0.06% 293
2020
Q1 		$508K Buy
13,518
+2,940
+28% +$124K 0.04% 328
2019
Q4 		$466K Buy
10,578
+6,264
+145% +$263K 0.03% 400
2019
Q3 		$178K Buy
4,314
+2,010
+87% +$82.3K 0.01% 586
2019
Q2 		$93K Sell
2,304
-18
-0.8% -$681 0.01% 724
2019
Q1 		$90K Buy
+2,322
New +$84.3K 0.01% 717
2018
Q3 		– Sell
-126
Closed -$4K – 1624
2018
Q2 		$4K Buy
+126
New +$4.11K ﹤0.01% 1447

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 22.96% 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

Benjamin F. Edwards & Company's IHI Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares US Medical Devices ETF (IHI) stake by 4.6% in Q2 2024, buying an estimated $62.2K and bringing the position to 25,039 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #446.

Benjamin F. Edwards & Company first reported a position in IHI in Q2 2018 and has held it in 23 quarters since. The position peaked at $1.59M in Q4 2020. 545 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

  • Benjamin F. Edwards & Company held 25,039 shares of iShares US Medical Devices ETF worth $1.4M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 1,111 iShares US Medical Devices ETF shares in Q2 2024, an estimated $62.2K.
  • iShares US Medical Devices ETF made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #446 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares US Medical Devices ETF in Q2 2018 and has held it in 23 quarters since.
  • Benjamin F. Edwards & Company's iShares US Medical Devices ETF position peaked at $1.59M in Q4 2020.
  • 545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.