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Cornerstone Planning Group’s iShares US Medical Devices ETF IHI Stock Holding History

Cornerstone Planning Group’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 		– Sell
-175
Closed -$9.47K – 1328
2024
Q2 		$9.47K Buy
175
+1
+0.6% +$56 ﹤0.01% 450
2024
Q1 		$9.66K Hold
174
– – ﹤0.01% 415
2023
Q4 		$9.39K Sell
174
-144
-45% -$7.03K ﹤0.01% 439
2023
Q3 		$15.4K Hold
318
– – 0.01% 346
2023
Q2 		$18K Buy
+318
New +$17.5K 0.01% 454
2022
Q4 		$17.1K Buy
+318
New +$16.1K 0.01% 470

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Cornerstone Planning Group's IHI Position: Q3 2024 in Review

Cornerstone Planning Group sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 175 shares — an estimated $9.47K sold.

Cornerstone Planning Group first reported a position in IHI in Q4 2022 and held it in 6 quarters. The position peaked at $18K in Q2 2023. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

  • Cornerstone Planning Group reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 175 iShares US Medical Devices ETF shares in Q3 2024, an estimated $9.47K.
  • Cornerstone Planning Group first reported a position in iShares US Medical Devices ETF in Q4 2022 and held it in 6 quarters.
  • Cornerstone Planning Group's iShares US Medical Devices ETF position peaked at $18K in Q2 2023.
  • 556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.