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

Heirloom 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	–	Sell	-3,573	Closed	-$212K	–	45
2024 Q3	$212K	Sell	3,573 -3,544	-50%	-$202K	0.07%	43
2024 Q2	$399K	Sell	7,117 -4,651	-40%	-$260K	0.13%	33
2024 Q1	$689K	Sell	11,768 -3,192	-21%	-$180K	0.23%	30
2023 Q4	$807K	Sell	14,960 -3,109	-17%	-$152K	0.31%	29
2023 Q3	$876K	Sell	18,069 -175	-1%	-$9.3K	0.39%	26
2023 Q2	$1.03M	Sell	18,244 -544	-3%	-$30K	0.45%	25
2023 Q1	$1.01M	Sell	18,788 -781	-4%	-$41.6K	0.48%	25
2022 Q4	$1.03M	Buy	+19,569	New	+$993K	0.64%	24

Other funds holding IHI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Heirloom Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 3,573 shares — an estimated $212K sold.

Heirloom Wealth Management first reported a position in IHI in Q4 2022 and held it in 8 quarters. The position peaked at $1.03M in Q2 2023. 564 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

Heirloom Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
Heirloom Wealth Management sold 3,573 iShares US Medical Devices ETF shares in Q4 2024, an estimated $212K.
Heirloom Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2022 and held it in 8 quarters.
Heirloom Wealth Management's iShares US Medical Devices ETF position peaked at $1.03M in Q2 2023.
564 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Heirloom Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.