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Csenge Advisory Group’s iShares US Medical Devices ETF IHI Stock Holding History

Csenge Advisory 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
Q2 		– Sell
-7,119
Closed -$417K – 704
2024
Q1 		$417K Sell
7,119
-1,237
-15% -$69.9K 0.02% 476
2023
Q4 		$451K Sell
8,356
-1,235
-13% -$60.3K 0.03% 427
2023
Q3 		$465K Sell
9,591
-5,995
-38% -$319K 0.03% 385
2023
Q2 		$880K Sell
15,586
-704
-4% -$38.8K 0.06% 238
2023
Q1 		$879K Sell
16,290
-19,547
-55% -$1.04M 0.06% 232
2022
Q4 		$1.88M Sell
35,837
-712
-2% -$36.1K 0.15% 134
2022
Q3 		$1.72M Buy
36,549
+237
+0.7% +$12.3K 0.14% 137
2022
Q2 		$1.83M Buy
36,312
+13,576
+60% +$740K 0.15% 133
2022
Q1 		$1.39M Buy
22,736
+21,690
+2,074% +$1.29M 0.11% 163
2021
Q4 		$382K Sell
1,046
-6,134
-85% -$393K 0.03% 401
2021
Q3 		$452K Buy
7,180
+904
+14% +$57.7K 0.04% 390
2021
Q2 		$382K Sell
6,276
-2,466
-28% -$143K 0.03% 402
2021
Q1 		$497K Sell
8,742
-31,368
-78% -$1.74M 0.05% 278
2020
Q4 		$2.19M Sell
40,110
-4,134
-9% -$216K 0.26% 70
2020
Q3 		$2.21M Sell
44,244
-117,444
-73% -$5.69M 0.3% 65
2020
Q2 		$7.13M Buy
161,688
+85,248
+112% +$3.64M 1.02% 21
2020
Q1 		$2.87M Buy
76,440
+54,768
+253% +$2.31M 0.75% 25
2019
Q4 		$955K Sell
21,672
-270
-1% -$11.3K 0.24% 90
2019
Q3 		$904K Buy
+21,942
New +$898K 0.25% 91
2018
Q4 		– Sell
-438
Closed -$14K – 781
2018
Q3 		$14K Sell
438
-7,554
-95% -$268K 0.01% 441
2018
Q2 		$267K Buy
+7,992
New +$260K 0.1% 195

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

Csenge Advisory Group's IHI Position: Q2 2024 in Review

Csenge Advisory Group sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 7,119 shares — an estimated $417K sold.

Csenge Advisory Group first reported a position in IHI in Q2 2018 and held it in 21 quarters. The position peaked at $7.13M in Q2 2020. 545 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

  • Csenge Advisory Group reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 7,119 iShares US Medical Devices ETF shares in Q2 2024, an estimated $417K.
  • Csenge Advisory Group first reported a position in iShares US Medical Devices ETF in Q2 2018 and held it in 21 quarters.
  • Csenge Advisory Group's iShares US Medical Devices ETF position peaked at $7.13M in Q2 2020.
  • 545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Csenge Advisory Group's 13F filing for Q2 2024, filed 10 Jul 2024.