Gradient Investments’s iShares US Medical Devices ETF IHI Stock Holding History

Gradient Investments’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	-42	Closed	-$2.27K	–	1524
2023 Q4	$2.27K	Sell	42 -50	-54%	-$2.44K	﹤0.01%	1197
2023 Q3	$4.46K	Buy	92 +50	+119%	+$2.66K	﹤0.01%	978
2023 Q2	$2.37K	Hold	42	–	–	﹤0.01%	1119
2023 Q1	$2.27K	Hold	42	–	–	﹤0.01%	1090
2022 Q4	$2.21K	Hold	42	–	–	﹤0.01%	1068
2022 Q3	$2K	Buy	+42	New	+$2.18K	﹤0.01%	1145
2021 Q1	–	Sell	-510	Closed	-$25K	–	1207
2020 Q4	$25K	Hold	510	–	–	﹤0.01%	524
2020 Q3	$25K	Buy	+510	New	+$24.7K	﹤0.01%	528
2019 Q4	–	Sell	-72	Closed	-$3K	–	1155
2019 Q3	$3K	Sell	72 -864	-92%	-$35.4K	﹤0.01%	871
2019 Q2	$38K	Buy	+936	New	+$35.4K	﹤0.01%	412
2018 Q2	–	Sell	-540	Closed	-$17K	–	1058
2018 Q1	$17K	Hold	540	–	–	﹤0.01%	511
2017 Q4	$16K	Buy	+540	New	+$15.6K	﹤0.01%	513

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

Gradient Investments's IHI Position: Q1 2024 in Review

Gradient Investments sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 42 shares — an estimated $2.27K sold.

Gradient Investments first reported a position in IHI in Q4 2017 and held it in 12 quarters. The position peaked at $38K in Q2 2019. 583 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

Gradient Investments reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 42 iShares US Medical Devices ETF shares in Q1 2024, an estimated $2.27K.
Gradient Investments first reported a position in iShares US Medical Devices ETF in Q4 2017 and held it in 12 quarters.
Gradient Investments's iShares US Medical Devices ETF position peaked at $38K in Q2 2019.
583 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.