Jackson Square Capital’s iShares US Medical Devices ETF IHI Stock Holding History

Jackson Square Capital’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 Q3	–	Sell	-3,792	Closed	-$213K	–	144
2024 Q2	$213K	Hold	3,792	–	–	0.05%	123
2024 Q1	$222K	Hold	3,792	–	–	0.06%	127
2023 Q4	$205K	Buy	+3,792	New	+$185K	0.07%	115
2023 Q3	–	Sell	-3,792	Closed	-$214K	–	114
2023 Q2	$214K	Hold	3,792	–	–	0.09%	109
2023 Q1	$205K	Buy	+3,792	New	+$202K	0.09%	104
2022 Q2	–	Sell	-3,846	Closed	-$234K	–	165
2022 Q1	$234K	Hold	3,846	–	–	0.07%	168
2021 Q4	$253K	Hold	3,846	–	–	0.07%	175
2021 Q3	$241K	Hold	3,846	–	–	0.08%	161
2021 Q2	$231K	Hold	3,846	–	–	0.07%	167
2021 Q1	$212K	Sell	3,846 -2,772	-42%	-$154K	0.08%	161
2020 Q4	$361K	Sell	6,618 -264	-4%	-$13.8K	0.14%	107
2020 Q3	$344K	Sell	6,882 -1,302	-16%	-$63.1K	0.15%	93
2020 Q2	$361K	Sell	8,184 -3,744	-31%	-$160K	0.18%	81
2020 Q1	$448K	Sell	11,928 -1,680	-12%	-$70.7K	0.35%	57
2019 Q4	$599K	Buy	+13,608	New	+$572K	0.35%	72

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 22.9% 1-Year Est. Return

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

Jackson Square Capital's IHI Position: Q3 2024 in Review

Jackson Square Capital sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 3,792 shares — an estimated $213K sold.

Jackson Square Capital first reported a position in IHI in Q4 2019 and held it in 15 quarters. The position peaked at $599K in Q4 2019. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

Jackson Square Capital reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
Jackson Square Capital sold 3,792 iShares US Medical Devices ETF shares in Q3 2024, an estimated $213K.
Jackson Square Capital first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 15 quarters.
Jackson Square Capital's iShares US Medical Devices ETF position peaked at $599K in Q4 2019.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Jackson Square Capital's 13F filing for Q3 2024, filed 31 Oct 2024.