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

Comprehensive 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 Q2	–	Sell	-8,638	Closed	-$506K	–	38
2024 Q1	$506K	Buy	8,638 +314	+4%	+$17.7K	0.39%	24
2023 Q4	$449K	Sell	8,324 -163	-2%	-$7.96K	0.41%	29
2023 Q3	$412K	Buy	8,487 +414	+5%	+$22K	0.39%	29
2023 Q2	$456K	Buy	8,073 +194	+2%	+$10.7K	0.39%	28
2023 Q1	$425K	Sell	7,879 -504	-6%	-$26.8K	0.35%	28
2022 Q4	$441K	Buy	8,383 +522	+7%	+$26.5K	0.41%	23
2022 Q3	$371K	Buy	7,861 +299	+4%	+$15.5K	0.37%	23
2022 Q2	$381K	Buy	7,562 +2,165	+40%	+$118K	0.33%	21
2022 Q1	$329K	Buy	5,397 +1,377	+34%	+$82.1K	0.34%	21
2021 Q4	$265K	Buy	4,020 +649	+19%	+$41.5K	0.19%	18
2021 Q3	$212K	Buy	+3,371	New	+$215K	0.2%	21

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

Comprehensive Wealth Management's IHI Position: Q2 2024 in Review

Comprehensive Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 8,638 shares — an estimated $506K sold.

Comprehensive Wealth Management first reported a position in IHI in Q3 2021 and held it in 11 quarters. The position peaked at $506K in Q1 2024. 545 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

Comprehensive Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
Comprehensive Wealth Management sold 8,638 iShares US Medical Devices ETF shares in Q2 2024, an estimated $506K.
Comprehensive Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2021 and held it in 11 quarters.
Comprehensive Wealth Management's iShares US Medical Devices ETF position peaked at $506K in Q1 2024.
545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Comprehensive Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.