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

Mezzasalma 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 Q2	–	Sell	-10,800	Closed	-$633K	–	90
2024 Q1	$633K	Sell	10,800 -5,737	-35%	-$324K	0.3%	52
2023 Q4	$893K	Sell	16,537 -840	-5%	-$41K	0.49%	35
2023 Q3	$843K	Sell	17,377 -32	-0.2%	-$1.7K	0.52%	35
2023 Q2	$983K	Sell	17,409 -212	-1%	-$11.7K	0.6%	35
2023 Q1	$951K	Sell	17,621 -566	-3%	-$30.1K	0.67%	33
2022 Q4	$956K	Buy	18,187 +168	+0.9%	+$8.53K	0.83%	28
2022 Q3	$850K	Sell	18,019 -1	-0%	-$52	0.68%	29
2022 Q2	$909K	Sell	18,020 -10	-0.1%	-$545	0.77%	27
2022 Q1	$1.1M	Sell	18,030 -1,794	-9%	-$107K	0.69%	27
2021 Q4	$1.3M	Sell	19,824 -327	-2%	-$20.9K	0.7%	31
2021 Q3	$1.26M	Sell	20,151 -87	-0.4%	-$5.55K	0.71%	30
2021 Q2	$1.22M	Sell	20,238 -30	-0.1%	-$1.74K	0.67%	35
2021 Q1	$1.12M	Sell	20,268 -810	-4%	-$44.9K	0.72%	31
2020 Q4	$1.15M	Buy	+21,078	New	+$1.1M	0.74%	31

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

Mezzasalma Advisors's IHI Position: Q2 2024 in Review

Mezzasalma Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 10,800 shares — an estimated $633K sold.

Mezzasalma Advisors first reported a position in IHI in Q4 2020 and held it in 14 quarters. The position peaked at $1.3M in Q4 2021. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

Mezzasalma Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
Mezzasalma Advisors sold 10,800 iShares US Medical Devices ETF shares in Q2 2024, an estimated $633K.
Mezzasalma Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 14 quarters.
Mezzasalma Advisors's iShares US Medical Devices ETF position peaked at $1.3M in Q4 2021.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Mezzasalma Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.