Glassman Wealth Services’s iShares US Medical Devices ETF IHI Stock Holding History

Glassman Wealth Services’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	-603	Closed	-$35.3K	–	204
2024 Q1	$35.3K	Hold	603	–	–	0.01%	125
2023 Q4	$32.5K	Hold	603	–	–	﹤0.01%	566
2023 Q3	$29.2K	Buy	+603	New	+$32.1K	﹤0.01%	564
2023 Q1	–	Sell	-603	Closed	-$31.7K	–	1940
2022 Q4	$31.7K	Hold	603	–	–	0.01%	538
2022 Q3	$28K	Hold	603	–	–	0.01%	528
2022 Q2	$30K	Hold	603	–	–	0.01%	508
2022 Q1	$37K	Buy	603 +453	+302%	+$27K	0.01%	477
2021 Q4	$10K	Sell	150 -603	-80%	-$38.6K	﹤0.01%	792
2021 Q3	$47K	Sell	753 -3	-0.4%	-$191	0.01%	378
2021 Q2	$45K	Buy	756 +6	+0.8%	+$347	0.01%	377
2021 Q1	$41K	Buy	750 +150	+25%	+$8.32K	0.01%	361
2020 Q4	$33K	Hold	600	–	–	0.01%	411
2020 Q3	$30K	Hold	600	–	–	0.01%	375
2020 Q2	$27K	Hold	600	–	–	0.01%	337
2020 Q1	$23K	Hold	600	–	–	0.01%	323
2019 Q4	$26K	Buy	+600	New	+$25.2K	0.01%	342

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 22.96% 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

Glassman Wealth Services's IHI Position: Q2 2024 in Review

Glassman Wealth Services sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 603 shares — an estimated $35.3K sold.

Glassman Wealth Services first reported a position in IHI in Q4 2019 and held it in 16 quarters. The position peaked at $47K in Q3 2021. 545 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

Glassman Wealth Services reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
Glassman Wealth Services sold 603 iShares US Medical Devices ETF shares in Q2 2024, an estimated $35.3K.
Glassman Wealth Services first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 16 quarters.
Glassman Wealth Services's iShares US Medical Devices ETF position peaked at $47K in Q3 2021.
545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Glassman Wealth Services's 13F filing for Q2 2024, filed 6 Aug 2024.