Financial Advisory Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Financial Advisory Partners’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	-6,300	Closed	-$353K	–	69
2024 Q2	$353K	Hold	6,300	–	–	0.13%	58
2024 Q1	$369K	Hold	6,300	–	–	0.14%	57
2023 Q4	$340K	Hold	6,300	–	–	0.12%	58
2023 Q3	$306K	Hold	6,300	–	–	0.12%	60
2023 Q2	$356K	Hold	6,300	–	–	0.14%	59
2023 Q1	$340K	Hold	6,300	–	–	0.13%	59
2022 Q4	$331K	Hold	6,300	–	–	0.14%	61
2022 Q3	$297K	Hold	6,300	–	–	0.13%	61
2022 Q2	$318K	Hold	6,300	–	–	0.13%	62
2022 Q1	$384K	Hold	6,300	–	–	0.14%	63
2021 Q4	$415K	Buy	+6,300	New	+$403K	0.15%	62

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

Financial Advisory Partners's IHI Position: Q3 2024 in Review

Financial Advisory Partners sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 6,300 shares — an estimated $353K sold.

Financial Advisory Partners first reported a position in IHI in Q4 2021 and held it in 11 quarters. The position peaked at $415K in Q4 2021. 555 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

Financial Advisory Partners reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
Financial Advisory Partners sold 6,300 iShares US Medical Devices ETF shares in Q3 2024, an estimated $353K.
Financial Advisory Partners first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 11 quarters.
Financial Advisory Partners's iShares US Medical Devices ETF position peaked at $415K in Q4 2021.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Financial Advisory Partners's 13F filing for Q3 2024, filed 9 Oct 2024.