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

Howard 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 Q2	–	Sell	-3,515	Closed	-$206K	–	101
2024 Q1	$206K	Sell	3,515 -605	-15%	-$34.2K	0.17%	99
2023 Q4	$222K	Sell	4,120 -1,180	-22%	-$57.6K	0.19%	93
2023 Q3	$257K	Sell	5,300 -310	-6%	-$16.5K	0.24%	82
2023 Q2	$317K	Hold	5,610	–	–	0.27%	72
2023 Q1	$303K	Buy	5,610 +80	+1%	+$4.26K	0.25%	83
2022 Q4	$291K	Buy	5,530 +190	+4%	+$9.64K	0.24%	85
2022 Q3	$251K	Buy	+5,340	New	+$277K	0.18%	98
2022 Q2	–	Sell	-5,265	Closed	-$320K	–	92
2022 Q1	$320K	Buy	5,265 +35	+0.7%	+$2.09K	0.17%	99
2021 Q4	$344K	Sell	5,230 -25	-0.5%	-$1.6K	0.18%	94
2021 Q3	$329K	Sell	5,255 -115	-2%	-$7.34K	0.18%	94
2021 Q2	$323K	Buy	5,370 +150	+3%	+$8.68K	0.18%	99
2021 Q1	$287K	Buy	5,220 +240	+5%	+$13.3K	0.17%	102
2020 Q4	$271K	Buy	4,980 +270	+6%	+$14.1K	0.17%	107
2020 Q3	$235K	Buy	+4,710	New	+$228K	0.17%	108
2020 Q1	–	Sell	-3,030	Closed	-$133K	–	284
2019 Q4	$133K	Buy	+3,030	New	+$127K	0.11%	122

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

Howard Wealth Management's IHI Position: Q2 2024 in Review

Howard Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 3,515 shares — an estimated $206K sold.

Howard Wealth Management first reported a position in IHI in Q4 2019 and held it in 15 quarters. The position peaked at $344K in Q4 2021. 545 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

Howard Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
Howard Wealth Management sold 3,515 iShares US Medical Devices ETF shares in Q2 2024, an estimated $206K.
Howard Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 15 quarters.
Howard Wealth Management's iShares US Medical Devices ETF position peaked at $344K in Q4 2021.
545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Howard Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.