MA Private Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

MA Private Wealth’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	-5,078	Closed	-$274K	–	76
2023 Q4	$274K	Sell	5,078 -864	-15%	-$42.2K	0.06%	66
2023 Q3	$288K	Hold	5,942	–	–	0.07%	65
2023 Q2	$335K	Hold	5,942	–	–	0.08%	60
2023 Q1	$321K	Sell	5,942 -7,128	-55%	-$379K	0.08%	59
2022 Q4	$687K	Buy	13,070 +6	+0%	+$304	0.17%	46
2022 Q3	$636K	Buy	13,064 +12	+0.1%	+$623	0.16%	44
2022 Q2	$651K	Sell	13,052 -13,207	-50%	-$720K	0.16%	44
2022 Q1	$1.6M	Sell	26,259 -15,335	-37%	-$914K	0.29%	36
2021 Q4	$2.74M	Sell	41,594 -16,462	-28%	-$1.05M	0.49%	31
2021 Q3	$3.65M	Sell	58,056 -138,312	-70%	-$8.82M	0.72%	29
2021 Q2	$11.8M	Sell	196,368 -6,990	-3%	-$404K	2.35%	14
2021 Q1	$11.2M	Sell	203,358 -35,400	-15%	-$1.96M	2.33%	16
2020 Q4	$13M	Sell	238,758 -10,998	-4%	-$575K	2.98%	13
2020 Q3	$12.5M	Sell	249,756 -2,034	-0.8%	-$98.5K	2.94%	12
2020 Q2	$11.1M	Buy	+251,790	New	+$10.8M	2.78%	15

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MA Private Wealth's IHI Position: Q1 2024 in Review

MA Private Wealth sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 5,078 shares — an estimated $274K sold.

MA Private Wealth first reported a position in IHI in Q2 2020 and held it in 15 quarters. The position peaked at $13M in Q4 2020. 581 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

MA Private Wealth reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
MA Private Wealth sold 5,078 iShares US Medical Devices ETF shares in Q1 2024, an estimated $274K.
MA Private Wealth first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 15 quarters.
MA Private Wealth's iShares US Medical Devices ETF position peaked at $13M in Q4 2020.
581 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on MA Private Wealth's 13F filing for Q1 2024, filed 30 Apr 2024.