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Global Assets Advisory’s iShares US Medical Devices ETF IHI Stock Holding History

Global Assets Advisory’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
-145,160
Closed -$2.51M – 275
2024
Q1 		$2.51M Buy
145,160
+133,533
+1,148% +$7.54M 0.11% 138
2023
Q4 		$624K Sell
11,627
-6,387
-35% -$312K 0.81% 36
2023
Q3 		$874K Sell
18,014
-105
-0.6% -$5.58K 0.77% 35
2023
Q2 		$1.02M Sell
18,119
-290
-2% -$16K 0.94% 32
2023
Q1 		$1.02M Sell
18,409
-2,217
-11% -$118K 1.04% 27
2022
Q4 		$1.08M Sell
20,626
-4,523
-18% -$230K 1.14% 21
2022
Q3 		$1.26M Buy
+25,149
New +$1.3M 1.28% 18

Other funds holding IHI

Citigroup
Citigroup New York $157B 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 $376B 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return