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Kelly Financial Services’s iShares US Medical Devices ETF IHI Stock Holding History

Kelly Financial Services’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
-6
Closed -$342 – 404
2024
Q2 		$342 Hold
6
– – ﹤0.01% 722
2024
Q1 		$358 Hold
6
– – ﹤0.01% 738
2023
Q4 		$329 Hold
6
– – ﹤0.01% 725
2023
Q3 		$295 Sell
6
-14
-70% -$744 ﹤0.01% 713
2023
Q2 		$1.12K Sell
20
-75
-79% -$4.13K ﹤0.01% 595
2023
Q1 		$5.12K Sell
95
-10
-10% -$532 ﹤0.01% 425
2022
Q4 		$5.51K Sell
105
-3
-3% -$152 ﹤0.01% 389
2022
Q3 		$5.08K Sell
108
-2,472
-96% -$128K ﹤0.01% 397
2022
Q2 		$130K Sell
2,580
-250
-9% -$13.6K 0.07% 98
2022
Q1 		$173K Buy
2,830
+887
+46% +$52.9K 0.08% 87
2021
Q4 		$128K Buy
1,943
+1,627
+515% +$104K 0.06% 109
2021
Q3 		$19.9K Buy
316
+136
+76% +$8.68K 0.01% 263
2021
Q2 		$10.8K Sell
180
-1,998
-92% -$116K 0.01% 330
2021
Q1 		$120K Buy
2,178
+258
+13% +$14.3K 0.07% 74
2020
Q4 		$105K Buy
1,920
+1,242
+183% +$64.9K 0.07% 69
2020
Q3 		$33.9K Buy
678
+606
+842% +$29.3K 0.02% 128
2020
Q2 		$3.18K Buy
+72
New +$3.08K ﹤0.01% 386

Other funds holding IHI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kelly Financial Services's IHI Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 6 shares — an estimated $342 sold.

Kelly Financial Services first reported a position in IHI in Q2 2020 and held it in 17 quarters. The position peaked at $173K in Q1 2022. 555 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 6 iShares US Medical Devices ETF shares in Q3 2024, an estimated $342.
  • Kelly Financial Services first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 17 quarters.
  • Kelly Financial Services's iShares US Medical Devices ETF position peaked at $173K in Q1 2022.
  • 555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.