FinTrust Capital Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

FinTrust Capital Advisors’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	$17.8K	Hold	300	–	–	﹤0.01%	839
2024 Q2	$16.8K	Sell	300 -300	-50%	-$16.8K	﹤0.01%	805
2024 Q1	$35.2K	Hold	600	–	–	0.01%	630
2023 Q4	$32.4K	Hold	600	–	–	0.01%	603
2023 Q3	$29.1K	Hold	600	–	–	0.01%	575
2023 Q2	$31.5K	Hold	600	–	–	0.01%	540
2023 Q1	$31.5K	Hold	600	–	–	0.01%	539
2022 Q4	$31.5K	Hold	600	–	–	0.01%	538
2022 Q3	$30K	Hold	600	–	–	0.01%	622
2022 Q2	$31K	Hold	600	–	–	0.01%	620
2022 Q1	$37K	Hold	600	–	–	0.01%	622
2021 Q4	$40K	Hold	600	–	–	0.01%	589
2021 Q3	$38K	Sell	600 -3,258	-84%	-$208K	0.01%	597
2021 Q2	$232K	Buy	3,858 +12	+0.3%	+$694	0.06%	258
2021 Q1	$212K	Sell	3,846 -3,384	-47%	-$188K	0.06%	254
2020 Q4	$394K	Sell	7,230 -468	-6%	-$24.5K	0.13%	146
2020 Q3	$384K	Sell	7,698 -216	-3%	-$10.5K	0.08%	143
2020 Q2	$349K	Buy	7,914 +6,036	+321%	+$258K	0.14%	135
2020 Q1	$71K	Buy	1,878 +1,830	+3,813%	+$77.1K	0.03%	353
2019 Q4	$2K	Buy	+48	New	+$2.02K	﹤0.01%	997

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

FinTrust Capital Advisors's IHI Position: Q3 2024 in Review

FinTrust Capital Advisors held its iShares US Medical Devices ETF (IHI) position steady in Q3 2024 at 300 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

FinTrust Capital Advisors first reported a position in IHI in Q4 2019 and has held it in 20 quarters since. The position peaked at $394K in Q4 2020. 555 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

FinTrust Capital Advisors held 300 shares of iShares US Medical Devices ETF worth $17.8K as of Q3 2024.
FinTrust Capital Advisors left its iShares US Medical Devices ETF share count unchanged in Q3 2024.
iShares US Medical Devices ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #839 holding.
FinTrust Capital Advisors first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 20 quarters since.
FinTrust Capital Advisors's iShares US Medical Devices ETF position peaked at $394K in Q4 2020.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.