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

EPG Wealth Management’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	-828	Closed	-$46.3K	–	322
2024 Q1	$48.5K	Hold	828	–	–	0.01%	316
2023 Q4	$46.4K	Sell	828 -36	-4%	-$1.76K	0.01%	309
2023 Q3	$41.9K	Hold	864	–	–	0.01%	306
2023 Q2	$48.8K	Hold	864	–	–	0.01%	297
2023 Q1	$46.6K	Hold	864	–	–	0.01%	299
2022 Q4	$45.4K	Hold	864	–	–	0.02%	268
2022 Q3	$41K	Buy	+864	New	+$44.8K	0.02%	270
2022 Q2	–	Sell	-36	Closed	-$2K	–	298
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	388
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	391
2021 Q3	$2K	Buy	+36	New	+$2.3K	﹤0.01%	367
2020 Q2	–	Sell	-216	Closed	-$8K	–	434
2020 Q1	$8K	Hold	216	–	–	0.01%	515
2019 Q4	$10K	Buy	+216	New	+$9.08K	0.01%	428

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EPG Wealth Management's IHI Position: Q2 2024 in Review

EPG Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 828 shares — an estimated $46.3K sold.

EPG Wealth Management first reported a position in IHI in Q4 2019 and held it in 12 quarters. The position peaked at $48.8K in Q2 2023. 545 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

EPG Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 828 iShares US Medical Devices ETF shares in Q2 2024, an estimated $46.3K.
EPG Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 12 quarters.
EPG Wealth Management's iShares US Medical Devices ETF position peaked at $48.8K in Q2 2023.
545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.