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Cedar Brook Financial Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Cedar Brook Financial 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
Q2 		– Sell
-31,427
Closed -$1.84M – 201
2024
Q1 		$1.84M Buy
31,427
+744
+2% +$42K 0.36% 62
2023
Q4 		$1.7M Buy
30,683
+183
+0.6% +$8.94K 0.38% 64
2023
Q3 		$1.48M Buy
30,500
+427
+1% +$22.7K 0.39% 66
2023
Q2 		$1.7M Sell
30,073
-161
-0.5% -$8.87K 0.4% 63
2023
Q1 		$1.63M Buy
30,234
+873
+3% +$46.5K 0.42% 59
2022
Q4 		$1.54M Buy
29,361
+919
+3% +$46.6K 0.43% 59
2022
Q3 		$1.34M Buy
28,442
+2,127
+8% +$110K 0.43% 59
2022
Q2 		$1.33M Buy
26,315
+1,684
+7% +$91.8K 0.42% 66
2022
Q1 		$1.5M Buy
24,631
+1,558
+7% +$92.9K 0.39% 64
2021
Q4 		$1.52M Buy
23,073
+3,212
+16% +$206K 0.39% 63
2021
Q3 		$1.25M Buy
19,861
+1,039
+6% +$66.3K 0.37% 69
2021
Q2 		$1.13M Buy
18,822
+1,704
+10% +$98.5K 0.33% 83
2021
Q1 		$942K Buy
17,118
+774
+5% +$42.9K 0.33% 79
2020
Q4 		$891K Buy
16,344
+1,674
+11% +$87.5K 0.32% 81
2020
Q3 		$733K Sell
14,670
-858
-6% -$41.5K 0.29% 94
2020
Q2 		$685K Buy
15,528
+1,464
+10% +$62.6K 0.31% 97
2020
Q1 		$528K Buy
14,064
+4,248
+43% +$179K 0.29% 101
2019
Q4 		$433K Buy
9,816
+3,804
+63% +$160K 0.18% 151
2019
Q3 		$248K Buy
6,012
+258
+4% +$10.6K 0.11% 229
2019
Q2 		$231K Buy
5,754
+264
+5% +$9.99K 0.11% 254
2019
Q1 		$212K Buy
+5,490
New +$199K 0.1% 263

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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 22.9% 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

Cedar Brook Financial Partners's IHI Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 31,427 shares — an estimated $1.84M sold.

Cedar Brook Financial Partners first reported a position in IHI in Q1 2019 and held it in 21 quarters. The position peaked at $1.84M in Q1 2024. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 31,427 iShares US Medical Devices ETF shares in Q2 2024, an estimated $1.84M.
  • Cedar Brook Financial Partners first reported a position in iShares US Medical Devices ETF in Q1 2019 and held it in 21 quarters.
  • Cedar Brook Financial Partners's iShares US Medical Devices ETF position peaked at $1.84M in Q1 2024.
  • 546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.