Independent Family Office’s iShares US Medical Devices ETF IHI Stock Holding History

Independent Family Office’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	-6,000	Closed	-$352K	–	72
2024 Q3	$352K	Hold	6,000	–	–	0.18%	55
2024 Q2	$332K	Hold	6,000	–	–	0.19%	52
2024 Q1	$352K	Buy	+6,000	New	+$339K	0.19%	59
2023 Q4	–	Sell	-6,000	Closed	-$291K	–	74
2023 Q3	$291K	Hold	6,000	–	–	0.18%	56
2023 Q2	$339K	Hold	6,000	–	–	0.21%	50
2023 Q1	$324K	Hold	6,000	–	–	0.19%	54
2022 Q4	$315K	Hold	6,000	–	–	0.19%	56
2022 Q3	$283K	Hold	6,000	–	–	0.14%	55
2022 Q2	$303	Hold	6,000	–	–	0.15%	55
2022 Q1	$366K	Hold	6,000	–	–	0.12%	50
2021 Q4	$395K	Hold	6,000	–	–	0.15%	39
2021 Q3	$377K	Hold	6,000	–	–	0.15%	35
2021 Q2	$361K	Hold	6,000	–	–	0.14%	39
2021 Q1	$300K	Hold	6,000	–	–	0.12%	51
2020 Q4	$327K	Hold	6,000	–	–	0.14%	49
2020 Q3	$300K	Hold	6,000	–	–	0.14%	48
2020 Q2	$265K	Hold	6,000	–	–	0.14%	52
2020 Q1	$225K	Hold	6,000	–	–	0.14%	51
2019 Q4	$264K	Buy	+6,000	New	+$252K	0.17%	41

Other funds holding IHI

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Independent Family Office's IHI Position: Q4 2024 in Review

Independent Family Office sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 6,000 shares — an estimated $352K sold.

Independent Family Office first reported a position in IHI in Q4 2019 and held it in 19 quarters. The position peaked at $395K in Q4 2021. 564 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

Independent Family Office reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
Independent Family Office sold 6,000 iShares US Medical Devices ETF shares in Q4 2024, an estimated $352K.
Independent Family Office first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 19 quarters.
Independent Family Office's iShares US Medical Devices ETF position peaked at $395K in Q4 2021.
564 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Independent Family Office's 13F filing for Q4 2024, filed 10 Feb 2025.