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GGM Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

GGM Wealth 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
Q1 		– Sell
-66,559
Closed -$3.67M – 139
2023
Q4 		$3.67M Sell
66,559
-49,273
-43% -$2.41M 1.52% 18
2023
Q3 		$5.63M Sell
115,832
-6,402
-5% -$340K 2.44% 11
2023
Q2 		$6.83M Buy
+122,234
New +$6.73M 2.77% 10

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

GGM Wealth Advisors's IHI Position: Q1 2024 in Review

GGM Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 66,559 shares — an estimated $3.67M sold.

GGM Wealth Advisors first reported a position in IHI in Q2 2023 and held it in 3 quarters. The position peaked at $6.83M in Q2 2023. 581 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

  • GGM Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
  • GGM Wealth Advisors sold 66,559 iShares US Medical Devices ETF shares in Q1 2024, an estimated $3.67M.
  • GGM Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q2 2023 and held it in 3 quarters.
  • GGM Wealth Advisors's iShares US Medical Devices ETF position peaked at $6.83M in Q2 2023.
  • 581 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on GGM Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.