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

McClarren Financial Advisors’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	-119	Closed	-$6K	–	385
2023 Q4	$6K	Buy	119 +1	+0.8%	+$49	﹤0.01%	292
2023 Q3	$5K	Hold	118	–	–	﹤0.01%	280
2023 Q2	$6K	Sell	118 -1	-0.8%	-$55	0.01%	277
2023 Q1	$6K	Hold	119	–	–	0.01%	263
2022 Q4	$6K	Sell	119 -1	-0.8%	-$51	0.01%	271
2022 Q3	$5K	Buy	+120	New	+$6.23K	0.01%	256
2022 Q2	–	Sell	-120	Closed	-$7K	–	133
2022 Q1	$7K	Sell	120 -1	-0.8%	-$60	0.01%	218
2021 Q4	$8K	Buy	+121	New	+$7.75K	0.01%	247

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McClarren Financial Advisors's IHI Position: Q1 2024 in Review

McClarren Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 119 shares — an estimated $6K sold.

McClarren Financial Advisors first reported a position in IHI in Q4 2021 and held it in 8 quarters. The position peaked at $8K in Q4 2021. 584 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

McClarren Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
McClarren Financial Advisors sold 119 iShares US Medical Devices ETF shares in Q1 2024, an estimated $6K.
McClarren Financial Advisors first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 8 quarters.
McClarren Financial Advisors's iShares US Medical Devices ETF position peaked at $8K in Q4 2021.
584 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.