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

Oak Family 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
-37,331
Closed -$2.19M – 128
2024
Q1 		$2.19M Sell
37,331
-173
-0.5% -$9.77K 0.84% 38
2023
Q4 		$2.02M Buy
+37,504
New +$1.83M 0.85% 40

Other funds holding IHI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oak Family Advisors's IHI Position: Q2 2024 in Review

Oak Family Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 37,331 shares — an estimated $2.19M sold.

Oak Family Advisors first reported a position in IHI in Q4 2023 and held it in 2 quarters. The position peaked at $2.19M in Q1 2024. 545 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

  • Oak Family Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
  • Oak Family Advisors sold 37,331 iShares US Medical Devices ETF shares in Q2 2024, an estimated $2.19M.
  • Oak Family Advisors first reported a position in iShares US Medical Devices ETF in Q4 2023 and held it in 2 quarters.
  • Oak Family Advisors's iShares US Medical Devices ETF position peaked at $2.19M in Q1 2024.
  • 545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Oak Family Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.