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

Lee Financial’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
Q1 		– Sell
-40
Closed -$2.16K – 484
2023
Q4 		$2.16K Hold
40
– – ﹤0.01% 734
2023
Q3 		$1.95K Buy
+40
New +$2.13K ﹤0.01% 690
2018
Q3 		– Sell
-120
Closed -$4K – 578
2018
Q2 		$4K Sell
120
-30
-20% -$977 ﹤0.01% 646
2018
Q1 		$5K Buy
+150
New +$4.62K ﹤0.01% 618

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
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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lee Financial's IHI Position: Q1 2024 in Review

Lee Financial sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 40 shares — an estimated $2.16K sold.

Lee Financial first reported a position in IHI in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2018. 584 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

  • Lee Financial reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 40 iShares US Medical Devices ETF shares in Q1 2024, an estimated $2.16K.
  • Lee Financial first reported a position in iShares US Medical Devices ETF in Q1 2018 and held it in 4 quarters.
  • Lee Financial's iShares US Medical Devices ETF position peaked at $5K in Q1 2018.
  • 584 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.