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Fernwood Investment Management’s iShares US Medical Devices ETF IHI Stock Holding History

Fernwood Investment 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
-555
Closed -$32.5K – 419
2024
Q1 		$32.5K Buy
+555
New +$31.3K 0.01% 389

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

Fernwood Investment Management's IHI Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 555 shares — an estimated $32.5K sold.

Fernwood Investment Management first reported a position in IHI in Q1 2024 and held it in 1 quarter. The position peaked at $32.5K in Q1 2024. 543 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 555 iShares US Medical Devices ETF shares in Q2 2024, an estimated $32.5K.
  • Fernwood Investment Management first reported a position in iShares US Medical Devices ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares US Medical Devices ETF position peaked at $32.5K in Q1 2024.
  • 543 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.