LWMG LLC’s iShares US Medical Devices ETF IHI Stock Holding History

LWMG LLC’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	$650K	Buy	10,970 +10	+0.1%	+$571	0.12%	48
2024 Q2	$614K	Buy	10,960 +6	+0.1%	+$336	0.13%	47
2024 Q1	$642K	Buy	10,954 +3	+0%	+$169	0.15%	43
2023 Q4	$591K	Sell	10,951 -748	-6%	-$36.5K	0.15%	47
2023 Q3	$567K	Sell	11,699 -580	-5%	-$30.8K	0.16%	48
2023 Q2	$693K	Sell	12,279 -171	-1%	-$9.42K	0.19%	40
2023 Q1	$672K	Sell	12,450 -25,946	-68%	-$1.38M	0.21%	40
2022 Q4	$2.02M	Buy	+38,396	New	+$1.95M	0.72%	27

Other funds holding IHI

Citigroup New York $235B AUM 32.99% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LWMG LLC's IHI Position: Q3 2024 in Review

LWMG LLC increased its iShares US Medical Devices ETF (IHI) stake by 0.09% in Q3 2024, buying an estimated $571 and bringing the position to 10,970 shares worth $650K. The position accounts for 0.12% of the portfolio, ranked #48.

LWMG LLC first reported a position in IHI in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.02M in Q4 2022. 554 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

LWMG LLC held 10,970 shares of iShares US Medical Devices ETF worth $650K as of Q3 2024.
LWMG LLC bought 10 iShares US Medical Devices ETF shares in Q3 2024, an estimated $571.
iShares US Medical Devices ETF made up 0.12% of LWMG LLC's portfolio in Q3 2024, its #48 holding.
LWMG LLC first reported a position in iShares US Medical Devices ETF in Q4 2022 and has held it in 8 quarters since.
LWMG LLC's iShares US Medical Devices ETF position peaked at $2.02M in Q4 2022.
554 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.