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

Element Wealth’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	-103	Closed	-$5.77K	–	293
2024 Q2	$5.77K	Buy	+103	New	+$5.77K	﹤0.01%	254
2022 Q4	–	Sell	-30	Closed	-$1K	–	207
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	193
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	179
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	195
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	182
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	173
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	165
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	161
2020 Q4	$2K	Buy	+30	New	+$1.57K	﹤0.01%	148
2020 Q3	–	Sell	-3,000	Closed	-$132K	–	135
2020 Q2	$132K	Hold	3,000	–	–	0.15%	89
2020 Q1	$113K	Buy	+3,000	New	+$126K	0.16%	83

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 22.96% 1-Year Est. Return

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

Element Wealth's IHI Position: Q3 2024 in Review

Element Wealth sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 103 shares — an estimated $5.77K sold.

Element Wealth first reported a position in IHI in Q1 2020 and held it in 11 quarters. The position peaked at $132K in Q2 2020. 555 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

Element Wealth reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
Element Wealth sold 103 iShares US Medical Devices ETF shares in Q3 2024, an estimated $5.77K.
Element Wealth first reported a position in iShares US Medical Devices ETF in Q1 2020 and held it in 11 quarters.
Element Wealth's iShares US Medical Devices ETF position peaked at $132K in Q2 2020.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Element Wealth's 13F filing for Q3 2024, filed 23 Oct 2024.