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Diversified’s iShares US Medical Devices ETF IHI Stock Holding History

Diversified’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 		$3.16M Sell
53,295
-2,444
-4% -$140K 0.35% 24
2024
Q2 		$3.12M Sell
55,739
-1,405
-2% -$78.6K 0.37% 21
2024
Q1 		$3.35M Sell
57,144
-1,103
-2% -$62.3K 0.46% 18
2023
Q4 		$3.14M Sell
58,247
-835
-1% -$40.8K 0.68% 16
2023
Q3 		$2.87M Sell
59,082
-3,543
-6% -$188K 0.74% 17
2023
Q2 		$3.54M Sell
62,625
-2,627
-4% -$145K 0.9% 16
2023
Q1 		$3.52M Sell
65,252
-4,067
-6% -$217K 1.26% 14
2022
Q4 		$3.64M Sell
69,319
-3,664
-5% -$186K 1.43% 12
2022
Q3 		$3.44M Sell
72,983
-16,417
-18% -$852K 1.73% 12
2022
Q2 		$4.51M Sell
89,400
-62,551
-41% -$3.41M 1.87% 14
2022
Q1 		$9.26M Buy
151,951
+1,429
+0.9% +$85.2K 3.77% 6
2021
Q4 		$9.91M Buy
150,522
+9,640
+7% +$617K 4.19% 5
2021
Q3 		$8.85M Sell
140,882
-8,308
-6% -$530K 4.7% 4
2021
Q2 		$8.98M Sell
149,190
-8,334
-5% -$482K 5% 5
2021
Q1 		$8.67M Buy
157,524
+2,994
+2% +$166K 6.68% 2
2020
Q4 		$7.72M Buy
+154,530
New +$8.08M 6.58% 2

Other funds holding IHI

Citigroup
Citigroup New York $303B AUM 53.02% 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 $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Diversified's IHI Position: Q3 2024 in Review

Diversified reduced its iShares US Medical Devices ETF (IHI) stake by 4.4% in Q3 2024, selling an estimated $140K and leaving 53,295 shares worth $3.16M. The position accounts for 0.35% of the portfolio, ranked #24.

Diversified first reported a position in IHI in Q4 2020 and has held it in 16 quarters since. The position peaked at $9.91M in Q4 2021. 555 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

  • Diversified held 53,295 shares of iShares US Medical Devices ETF worth $3.16M as of Q3 2024.
  • Diversified sold 2,444 iShares US Medical Devices ETF shares in Q3 2024, an estimated $140K.
  • iShares US Medical Devices ETF made up 0.35% of Diversified's portfolio in Q3 2024, its #24 holding.
  • Diversified first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 16 quarters since.
  • Diversified's iShares US Medical Devices ETF position peaked at $9.91M in Q4 2021.
  • 555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.