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Cetera Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Cetera Advisors’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 		$2.91M Buy
49,705
+21,221
+75% +$1.2M 0.02% 654
2023
Q4 		$1.54M Sell
28,484
-2,656
-9% -$130K 0.02% 601
2023
Q3 		$1.51M Sell
31,140
-841
-3% -$44.7K 0.02% 565
2023
Q2 		$1.81M Sell
31,981
-2,425
-7% -$134K 0.03% 501
2023
Q1 		$1.86M Sell
34,406
-3,330
-9% -$177K 0.03% 471
2022
Q4 		$1.98M Sell
37,736
-105
-0.3% -$5.33K 0.04% 445
2022
Q3 		$1.78M Sell
37,841
-7,105
-16% -$369K 0.05% 385
2022
Q2 		$2.27M Sell
44,946
-1,327
-3% -$72.3K 0.05% 349
2022
Q1 		$2.82M Buy
46,273
+1,051
+2% +$62.7K 0.06% 330
2021
Q4 		$2.98M Sell
45,222
-12,990
-22% -$832K 0.06% 320
2021
Q3 		$3.65M Buy
58,212
+6,726
+13% +$429K 0.07% 282
2021
Q2 		$3.1M Sell
51,486
-4,914
-9% -$284K 0.07% 270
2021
Q1 		$3.11M Buy
56,400
+216
+0.4% +$12K 0.09% 232
2020
Q4 		$3.06M Buy
56,184
+3,210
+6% +$168K 0.1% 197
2020
Q3 		$2.65M Sell
52,974
-8,160
-13% -$395K 0.1% 190
2020
Q2 		$2.7M Buy
61,134
+20,256
+50% +$866K 0.12% 180
2020
Q1 		$1.53M Buy
40,878
+4,992
+14% +$210K 0.08% 239
2019
Q4 		$1.59M Buy
35,886
+6,486
+22% +$273K 0.07% 270
2019
Q3 		$1.21M Buy
29,400
+7,752
+36% +$317K 0.05% 317
2019
Q2 		$867K Buy
21,648
+5,502
+34% +$208K 0.04% 403
2019
Q1 		$626K Sell
16,146
-660
-4% -$24K 0.03% 438
2018
Q4 		$560K Buy
16,806
+762
+5% +$26.4K 0.03% 442
2018
Q3 		$609K Buy
16,044
+2,778
+21% +$98.7K 0.03% 491
2018
Q2 		$441K Buy
13,266
+3,144
+31% +$102K 0.03% 542
2018
Q1 		$316K Buy
+10,122
New +$312K 0.02% 589
2015
Q4 		– Sell
-15,450
Closed -$287K – 738
2015
Q3 		$287K Hold
15,450
– – 0.03% 507
2015
Q2 		$308K Sell
15,450
-1,644
-10% -$32.9K 0.03% 513
2015
Q1 		$341K Buy
17,094
+2,718
+19% +$53.1K 0.03% 466
2014
Q4 		$272K Buy
+14,376
New +$259K 0.03% 504

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

Cetera Advisors's IHI Position: Q1 2024 in Review

Cetera Advisors increased its iShares US Medical Devices ETF (IHI) stake by 75% in Q1 2024, buying an estimated $1.2M and bringing the position to 49,705 shares worth $2.91M. The position accounts for 0.02% of the portfolio, ranked #654.

Cetera Advisors first reported a position in IHI in Q4 2014 and has held it in 29 quarters since. The position peaked at $3.65M in Q3 2021. 583 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

  • Cetera Advisors held 49,705 shares of iShares US Medical Devices ETF worth $2.91M as of Q1 2024.
  • Cetera Advisors bought 21,221 iShares US Medical Devices ETF shares in Q1 2024, an estimated $1.2M.
  • iShares US Medical Devices ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #654 holding.
  • Cetera Advisors first reported a position in iShares US Medical Devices ETF in Q4 2014 and has held it in 29 quarters since.
  • Cetera Advisors's iShares US Medical Devices ETF position peaked at $3.65M in Q3 2021.
  • 583 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.