Goodwin Investment Advisory’s iShares US Medical Devices ETF IHI Stock Holding History

Goodwin Investment 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 Q1	–	Sell	-12	Closed	-$648	–	59
2023 Q4	$648	Sell	12 -944	-99%	-$46.1K	﹤0.01%	69
2023 Q3	$46.4K	Hold	956	–	–	0.03%	64
2023 Q2	$54K	Sell	956 -220	-19%	-$12.1K	0.03%	62
2023 Q1	$63.5K	Sell	1,176 -13	-1%	-$692	0.04%	62
2022 Q4	$62.5K	Sell	1,189 -1,322	-53%	-$67.1K	0.04%	76
2022 Q3	$118K	Sell	2,511 -67,485	-96%	-$3.5M	0.09%	58
2022 Q2	$3.53M	Buy	69,996 +4,865	+7%	+$265K	2.72%	8
2022 Q1	$3.93M	Buy	65,131 +8,146	+14%	+$486K	2.7%	8
2021 Q4	$3.73M	Buy	56,985 +41,307	+263%	+$2.64M	2.79%	8
2021 Q3	$982K	Buy	15,678 +3,978	+34%	+$254K	0.95%	14
2021 Q2	$702K	Sell	11,700 -46,092	-80%	-$2.67M	0.76%	13
2021 Q1	$3.19M	Sell	57,792 -22,272	-28%	-$1.24M	3.75%	6
2020 Q4	$4.38M	Buy	+80,064	New	+$4.19M	5.36%	4

Other funds holding IHI

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Goodwin Investment Advisory's IHI Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 12 shares — an estimated $648 sold.

Goodwin Investment Advisory first reported a position in IHI in Q4 2020 and held it in 13 quarters. The position peaked at $4.38M in Q4 2020. 581 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

Goodwin Investment Advisory reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 12 iShares US Medical Devices ETF shares in Q1 2024, an estimated $648.
Goodwin Investment Advisory first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 13 quarters.
Goodwin Investment Advisory's iShares US Medical Devices ETF position peaked at $4.38M in Q4 2020.
581 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.