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

Cypress Wealth Services’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 Q4	–	Sell	-3,417	Closed	-$202K	–	291
2024 Q3	$202K	Buy	+3,417	New	+$195K	0.04%	269
2024 Q2	–	Sell	-3,417	Closed	-$200K	–	266
2024 Q1	$200K	Sell	3,417 -2,064	-38%	-$117K	0.05%	250
2023 Q4	$296K	Sell	5,481 -204	-4%	-$9.96K	0.07%	190
2023 Q3	$276K	Sell	5,685 -223	-4%	-$11.9K	0.08%	191
2023 Q2	$334K	Sell	5,908 -1,241	-17%	-$68.4K	0.09%	174
2023 Q1	$386K	Sell	7,149 -1,381	-16%	-$73.5K	0.11%	154
2022 Q4	$448K	Buy	8,530 +64	+0.8%	+$3.25K	0.14%	135
2022 Q3	$411K	Sell	8,466 -4,474	-35%	-$232K	0.14%	131
2022 Q2	$653K	Sell	12,940 -2,342	-15%	-$128K	0.21%	92
2022 Q1	$932K	Sell	15,282 -14,341	-48%	-$855K	0.25%	72
2021 Q4	$1.95M	Sell	29,623 -6,789	-19%	-$435K	0.53%	50
2021 Q3	$2.29M	Sell	36,412 -7,676	-17%	-$490K	0.68%	40
2021 Q2	$2.65M	Sell	44,088 -26,790	-38%	-$1.55M	0.72%	37
2021 Q1	$3.9M	Sell	70,878 -9,324	-12%	-$517K	0.82%	33
2020 Q4	$4.38M	Buy	+80,202	New	+$4.19M	0.98%	31
2020 Q3	–	Sell	-72,756	Closed	-$3.52M	–	368
2020 Q2	$3.21M	Buy	+72,756	New	+$3.11M	0.76%	42

Other funds holding IHI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cypress Wealth Services's IHI Position: Q4 2024 in Review

Cypress Wealth Services sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 3,417 shares — an estimated $202K sold.

Cypress Wealth Services first reported a position in IHI in Q2 2020 and held it in 16 quarters. The position peaked at $4.38M in Q4 2020. 566 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

Cypress Wealth Services reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
Cypress Wealth Services sold 3,417 iShares US Medical Devices ETF shares in Q4 2024, an estimated $202K.
Cypress Wealth Services first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 16 quarters.
Cypress Wealth Services's iShares US Medical Devices ETF position peaked at $4.38M in Q4 2020.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Cypress Wealth Services's 13F filing for Q4 2024, filed 15 Jan 2025.