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Gray Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Gray Wealth Management’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
Q4 		$2.86M Buy
49,011
+6,144
+14% +$365K 1.09% 23
2024
Q3 		$2.54M Buy
42,867
+457
+1% +$26.1K 1% 24
2024
Q2 		$2.38M Buy
42,410
+1,767
+4% +$98.9K 1.03% 22
2024
Q1 		$2.38M Buy
40,643
+503
+1% +$28.4K 1.06% 21
2023
Q4 		$2.17M Sell
40,140
-3,648
-8% -$178K 1.05% 21
2023
Q3 		$2.12M Sell
43,788
-1,349
-3% -$71.7K 1.09% 22
2023
Q2 		$2.55M Sell
45,137
-310
-0.7% -$17.1K 1.28% 18
2023
Q1 		$2.45M Sell
45,447
-837
-2% -$44.6K 1.34% 17
2022
Q4 		$2.43M Sell
46,284
-1,164
-2% -$59.1K 1.41% 18
2022
Q3 		$2.24M Sell
47,448
-1,025
-2% -$53.2K 1.43% 19
2022
Q2 		$2.44M Sell
48,473
-1,514
-3% -$82.5K 1.48% 17
2022
Q1 		$3.05M Buy
49,987
+753
+2% +$44.9K 1.57% 16
2021
Q4 		$3.24M Buy
49,234
+3,764
+8% +$241K 1.61% 16
2021
Q3 		$2.85M Buy
45,470
+3,158
+7% +$201K 1.6% 17
2021
Q2 		$2.55M Buy
42,312
+1,272
+3% +$73.6K 1.47% 19
2021
Q1 		$2.26M Buy
41,040
+6,054
+17% +$336K 1.43% 19
2020
Q4 		$1.91M Buy
34,986
+1,998
+6% +$104K 1.31% 19
2020
Q3 		$1.63M Buy
32,988
+1,764
+6% +$85.4K 1.28% 18
2020
Q2 		$1.38M Sell
31,224
-102
-0.3% -$4.36K 1.2% 20
2020
Q1 		$1.18M Buy
+31,326
New +$1.32M 1.29% 20

Other funds holding IHI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gray Wealth Management's IHI Position: Q4 2024 in Review

Gray Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 14% in Q4 2024, buying an estimated $365K and bringing the position to 49,011 shares worth $2.86M. The position accounts for 1.09% of the portfolio, ranked #23.

Gray Wealth Management first reported a position in IHI in Q1 2020 and has held it in 20 quarters since. The position peaked at $3.24M in Q4 2021. 564 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

  • Gray Wealth Management held 49,011 shares of iShares US Medical Devices ETF worth $2.86M as of Q4 2024.
  • Gray Wealth Management bought 6,144 iShares US Medical Devices ETF shares in Q4 2024, an estimated $365K.
  • iShares US Medical Devices ETF made up 1.09% of Gray Wealth Management's portfolio in Q4 2024, its #23 holding.
  • Gray Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2020 and has held it in 20 quarters since.
  • Gray Wealth Management's iShares US Medical Devices ETF position peaked at $3.24M in Q4 2021.
  • 564 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.