Mountain Capital Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Mountain Capital Investment 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	-3,700	Closed	-$214K	–	51
2024 Q1	$214K	Sell	3,700 -23	-0.6%	-$1.3K	0.06%	41
2023 Q4	$203K	Buy	+3,723	New	+$182K	0.07%	59
2021 Q2	–	Sell	-18,378	Closed	-$1.06M	–	134
2021 Q1	$1.06M	Sell	18,378 -9,150	-33%	-$507K	0.53%	71
2020 Q4	$1.55M	Buy	27,528 +4,878	+22%	+$255K	0.94%	26
2020 Q3	$1.19M	Buy	+22,650	New	+$1.1M	0.77%	46

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

Mountain Capital Investment Advisors's IHI Position: Q2 2024 in Review

Mountain Capital Investment Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 3,700 shares — an estimated $214K sold.

Mountain Capital Investment Advisors first reported a position in IHI in Q3 2020 and held it in 5 quarters. The position peaked at $1.55M in Q4 2020. 543 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

Mountain Capital Investment Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
Mountain Capital Investment Advisors sold 3,700 iShares US Medical Devices ETF shares in Q2 2024, an estimated $214K.
Mountain Capital Investment Advisors first reported a position in iShares US Medical Devices ETF in Q3 2020 and held it in 5 quarters.
Mountain Capital Investment Advisors's iShares US Medical Devices ETF position peaked at $1.55M in Q4 2020.
543 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.