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

CIC 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 Q3	$1.37M	Sell	23,116 -750	-3%	-$42.8K	0.35%	61
2024 Q2	$1.34M	Sell	23,866 -2,759	-10%	-$154K	0.37%	60
2024 Q1	$1.56M	Sell	26,625 -2,461	-8%	-$139K	0.45%	51
2023 Q4	$1.57M	Sell	29,086 -282	-1%	-$13.8K	0.5%	47
2023 Q3	$1.42M	Sell	29,368 -290	-1%	-$15.4K	0.51%	46
2023 Q2	$1.67M	Sell	29,658 -10	-0%	-$551	0.58%	40
2023 Q1	$1.6M	Sell	29,668 -218	-0.7%	-$11.6K	0.6%	42
2022 Q4	$1.57M	Buy	+29,886	New	+$1.52M	0.65%	39

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

CIC Wealth's IHI Position: Q3 2024 in Review

CIC Wealth reduced its iShares US Medical Devices ETF (IHI) stake by 3.1% in Q3 2024, selling an estimated $42.8K and leaving 23,116 shares worth $1.37M. The position accounts for 0.35% of the portfolio, ranked #61.

CIC Wealth first reported a position in IHI in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.67M in Q2 2023. 555 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

CIC Wealth held 23,116 shares of iShares US Medical Devices ETF worth $1.37M as of Q3 2024.
CIC Wealth sold 750 iShares US Medical Devices ETF shares in Q3 2024, an estimated $42.8K.
iShares US Medical Devices ETF made up 0.35% of CIC Wealth's portfolio in Q3 2024, its #61 holding.
CIC Wealth first reported a position in iShares US Medical Devices ETF in Q4 2022 and has held it in 8 quarters since.
CIC Wealth's iShares US Medical Devices ETF position peaked at $1.67M in Q2 2023.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.