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

ICA Group 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	$47.7K	Sell	851 -160	-16%	-$8.96K	0.03%	250
2024 Q1	$59.2K	Sell	1,011 -244	-19%	-$13.8K	0.01%	513
2023 Q4	$67.7K	Buy	+1,255	New	+$61.3K	0.02%	444
2023 Q3	–	Sell	-1,126	Closed	-$63.5K	–	686
2023 Q2	$63.5K	Buy	1,126 +131	+13%	+$7.21K	0.02%	440
2023 Q1	$53.7K	Hold	995	–	–	0.01%	474
2022 Q4	$53.3K	Buy	+995	New	+$50.5K	0.01%	497

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

ICA Group Wealth Management's IHI Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 16% in Q2 2024, selling an estimated $8.96K and leaving 851 shares worth $47.7K. The position accounts for 0.03% of the portfolio, ranked #250.

ICA Group Wealth Management first reported a position in IHI in Q4 2022 and has held it in 6 quarters since. The position peaked at $67.7K in Q4 2023. 545 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

ICA Group Wealth Management held 851 shares of iShares US Medical Devices ETF worth $47.7K as of Q2 2024.
ICA Group Wealth Management sold 160 iShares US Medical Devices ETF shares in Q2 2024, an estimated $8.96K.
iShares US Medical Devices ETF made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #250 holding.
ICA Group Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's iShares US Medical Devices ETF position peaked at $67.7K in Q4 2023.
545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.