Householder Group Estate & Retirement Specialist’s iShares US Medical Devices ETF IHI Stock Holding History

Householder Group Estate & Retirement Specialist’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	-324	Closed	-$19K	–	846
2024 Q3	$19K	Sell	324 -710	-69%	-$40.5K	0.01%	692
2024 Q2	$57K	Sell	1,034 -879	-46%	-$49.2K	0.02%	451
2024 Q1	$112K	Buy	1,913 +80	+4%	+$4.52K	0.03%	330
2023 Q4	$98K	Sell	1,833 -704	-28%	-$34.4K	0.03%	340
2023 Q3	$123K	Buy	+2,537	New	+$135K	0.04%	280
2023 Q1	$133K	Buy	+2,473	New	+$132K	0.05%	245
2022 Q4	–	Sell	-3,953	Closed	-$186K	–	684
2022 Q3	$186K	Sell	3,953 -180	-4%	-$9.34K	0.08%	188
2022 Q2	$208K	Buy	+4,133	New	+$225K	0.09%	185

Other funds holding IHI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IHI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 324 shares — an estimated $19K sold.

Householder Group Estate & Retirement Specialist first reported a position in IHI in Q2 2022 and held it in 8 quarters. The position peaked at $208K in Q2 2022. 566 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 324 iShares US Medical Devices ETF shares in Q4 2024, an estimated $19K.
Householder Group Estate & Retirement Specialist first reported a position in iShares US Medical Devices ETF in Q2 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's iShares US Medical Devices ETF position peaked at $208K in Q2 2022.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.