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Deane Retirement Strategies’s iShares US Medical Devices ETF IHI Stock Holding History

Deane Retirement Strategies’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
-471
Closed -$27.6K – 80
2024
Q1 		$27.6K Sell
471
-98,896
-100% -$5.59M 0.01% 58
2023
Q4 		$5.36M Buy
+99,367
New +$4.85M 2.93% 7

Other funds holding IHI

Citigroup
Citigroup New York $235B AUM 32.99% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deane Retirement Strategies's IHI Position: Q2 2024 in Review

Deane Retirement Strategies sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 471 shares — an estimated $27.6K sold.

Deane Retirement Strategies first reported a position in IHI in Q4 2023 and held it in 2 quarters. The position peaked at $5.36M in Q4 2023. 543 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

  • Deane Retirement Strategies reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
  • Deane Retirement Strategies sold 471 iShares US Medical Devices ETF shares in Q2 2024, an estimated $27.6K.
  • Deane Retirement Strategies first reported a position in iShares US Medical Devices ETF in Q4 2023 and held it in 2 quarters.
  • Deane Retirement Strategies's iShares US Medical Devices ETF position peaked at $5.36M in Q4 2023.
  • 543 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Deane Retirement Strategies's 13F filing for Q2 2024, filed 9 Jul 2024.