Forte Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Forte Asset 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	-3,608	Closed	-$211K	–	62
2024 Q1	$211K	Buy	+3,608	New	+$204K	0.13%	58
2023 Q4	–	Sell	-4,688	Closed	-$228K	–	57
2023 Q3	$228K	Hold	4,688	–	–	0.15%	52
2023 Q2	$265K	Sell	4,688 -494	-10%	-$27.2K	0.17%	52
2023 Q1	$280K	Sell	5,182 -926	-15%	-$49.3K	0.18%	53
2022 Q4	$321K	Sell	6,108 -23,651	-79%	-$1.2M	0.21%	55
2022 Q3	$1.4M	Sell	29,759 -1,112	-4%	-$57.7K	0.93%	35
2022 Q2	$1.56M	Buy	+30,871	New	+$1.68M	1.08%	30

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 22.9% 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

Forte Asset Management's IHI Position: Q2 2024 in Review

Forte Asset Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 3,608 shares — an estimated $211K sold.

Forte Asset Management first reported a position in IHI in Q2 2022 and held it in 7 quarters. The position peaked at $1.56M in Q2 2022. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

Forte Asset Management reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
Forte Asset Management sold 3,608 iShares US Medical Devices ETF shares in Q2 2024, an estimated $211K.
Forte Asset Management first reported a position in iShares US Medical Devices ETF in Q2 2022 and held it in 7 quarters.
Forte Asset Management's iShares US Medical Devices ETF position peaked at $1.56M in Q2 2022.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Forte Asset Management's 13F filing for Q2 2024, filed 25 Jul 2024.