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New Insight Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

New Insight Wealth 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
Q4 		– Sell
-4,565
Closed -$270K – 95
2024
Q3 		$270K Sell
4,565
-4,364
-49% -$249K 0.14% 70
2024
Q2 		$500K Sell
8,929
-2,606
-23% -$146K 0.29% 43
2024
Q1 		$676K Sell
11,535
-110
-0.9% -$6.21K 0.42% 39
2023
Q4 		$628K Buy
+11,645
New +$569K 0.42% 38

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New Insight Wealth Advisors's IHI Position: Q4 2024 in Review

New Insight Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 4,565 shares — an estimated $270K sold.

New Insight Wealth Advisors first reported a position in IHI in Q4 2023 and held it in 4 quarters. The position peaked at $676K in Q1 2024. 566 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

  • New Insight Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
  • New Insight Wealth Advisors sold 4,565 iShares US Medical Devices ETF shares in Q4 2024, an estimated $270K.
  • New Insight Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2023 and held it in 4 quarters.
  • New Insight Wealth Advisors's iShares US Medical Devices ETF position peaked at $676K in Q1 2024.
  • 566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on New Insight Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.