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

Bullock 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
2024
Q4 		– Sell
-49
Closed -$2.87K – 613
2024
Q3 		$2.87K Hold
49
– – ﹤0.01% 468
2024
Q2 		$2.7K Hold
49
– – ﹤0.01% 453
2024
Q1 		$2.83K Buy
+49
New +$2.77K ﹤0.01% 458

Other funds holding IHI

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bullock Wealth Management's IHI Position: Q4 2024 in Review

Bullock Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 49 shares — an estimated $2.87K sold.

Bullock Wealth Management first reported a position in IHI in Q1 2024 and held it in 3 quarters. The position peaked at $2.87K in Q3 2024. 566 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

  • Bullock Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 49 iShares US Medical Devices ETF shares in Q4 2024, an estimated $2.87K.
  • Bullock Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2024 and held it in 3 quarters.
  • Bullock Wealth Management's iShares US Medical Devices ETF position peaked at $2.87K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Bullock Wealth Management's 13F filing for Q4 2024, filed 24 Sep 2026.