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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
2020
Q4 		– Sell
-75,462
Closed -$3.77M – 387
2020
Q3 		$3.77M Buy
+75,462
New +$3.65M 0.97% 30

Other funds holding IHI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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. 564 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.
  • 564 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.