Northwest Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

Northwest Capital Management’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	-24	Closed	-$1.41K	–	507
2024 Q1	$1.41K	Hold	24	–	–	﹤0.01%	507
2023 Q4	$1.29K	Sell	24 -200	-89%	-$9.77K	﹤0.01%	507
2023 Q3	$10.9K	Sell	224 -574	-72%	-$30.5K	﹤0.01%	355
2023 Q2	$45.1K	Buy	+798	New	+$44K	0.02%	219
2022 Q2	–	Sell	-4,396	Closed	-$268K	–	99
2022 Q1	$268K	Sell	4,396 -3,766	-46%	-$225K	0.13%	79
2021 Q4	$489K	Sell	8,162 -1,423	-15%	-$91.1K	0.23%	55
2021 Q3	$625K	Sell	9,585 -40,347	-81%	-$2.57M	0.33%	43
2021 Q2	$530K	Buy	+49,932	New	+$2.89M	0.3%	42

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 22.96% 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

Northwest Capital Management's IHI Position: Q2 2024 in Review

Northwest Capital Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 24 shares — an estimated $1.41K sold.

Northwest Capital Management first reported a position in IHI in Q2 2021 and held it in 8 quarters. The position peaked at $625K in Q3 2021. 545 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

Northwest Capital Management reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
Northwest Capital Management sold 24 iShares US Medical Devices ETF shares in Q2 2024, an estimated $1.41K.
Northwest Capital Management first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 8 quarters.
Northwest Capital Management's iShares US Medical Devices ETF position peaked at $625K in Q3 2021.
545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Northwest Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.