Buckingham Strategic Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

Buckingham Strategic Wealth’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	$235K	Hold	4,187	–	–	﹤0.01%	663
2024 Q1	$245K	Buy	+4,187	New	+$236K	﹤0.01%	646
2023 Q2	–	Sell	-6,829	Closed	-$359K	–	709
2023 Q1	$359K	Hold	6,829	–	–	0.01%	451
2022 Q4	$359K	Sell	6,829 -214	-3%	-$10.9K	0.01%	453
2022 Q3	$332K	Buy	7,043 +639	+10%	+$33.2K	0.01%	447
2022 Q2	$323K	Hold	6,404	–	–	0.01%	453
2022 Q1	$390K	Buy	6,404 +573	+10%	+$34.2K	0.01%	416
2021 Q4	$384K	Buy	+5,831	New	+$373K	0.01%	415

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 22.96% 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

Buckingham Strategic Wealth's IHI Position: Q2 2024 in Review

Buckingham Strategic Wealth held its iShares US Medical Devices ETF (IHI) position steady in Q2 2024 at 4,187 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Buckingham Strategic Wealth first reported a position in IHI in Q4 2021 and has held it in 8 quarters since. The position peaked at $390K in Q1 2022. 545 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

Buckingham Strategic Wealth held 4,187 shares of iShares US Medical Devices ETF worth $235K as of Q2 2024.
Buckingham Strategic Wealth left its iShares US Medical Devices ETF share count unchanged in Q2 2024.
iShares US Medical Devices ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #663 holding.
Buckingham Strategic Wealth first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 8 quarters since.
Buckingham Strategic Wealth's iShares US Medical Devices ETF position peaked at $390K in Q1 2022.
545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.