CVA Family Office’s iShares US Medical Devices ETF IHI Stock Holding History

CVA Family Office’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	-66	Closed	-$3.7K	–	1308
2024 Q2	$3.7K	Hold	66	–	–	﹤0.01%	870
2024 Q1	$3.87K	Hold	66	–	–	﹤0.01%	861
2023 Q4	$3.56K	Buy	+66	New	+$3.22K	﹤0.01%	848
2023 Q3	–	Sell	-66	Closed	-$3.73K	–	574
2023 Q2	$3.73K	Hold	66	–	–	﹤0.01%	837
2023 Q1	$3.56K	Hold	66	–	–	﹤0.01%	815
2022 Q4	$3.47K	Hold	66	–	–	﹤0.01%	772
2022 Q3	$3K	Hold	66	–	–	﹤0.01%	780
2022 Q2	$3K	Hold	66	–	–	﹤0.01%	796
2022 Q1	$4K	Hold	66	–	–	﹤0.01%	796
2021 Q4	$4K	Buy	+66	New	+$4.22K	﹤0.01%	777
2021 Q3	–	Sell	-66	Closed	-$4K	–	595
2021 Q2	$4K	Buy	+66	New	+$3.82K	﹤0.01%	802

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 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CVA Family Office's IHI Position: Q3 2024 in Review

CVA Family Office sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 66 shares — an estimated $3.7K sold.

CVA Family Office first reported a position in IHI in Q2 2021 and held it in 11 quarters. The position peaked at $4K in Q1 2022. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

CVA Family Office reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
CVA Family Office sold 66 iShares US Medical Devices ETF shares in Q3 2024, an estimated $3.7K.
CVA Family Office first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 11 quarters.
CVA Family Office's iShares US Medical Devices ETF position peaked at $4K in Q1 2022.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on CVA Family Office's 13F filing for Q3 2024, filed 10 Oct 2024.