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Oak Root LLC’s iShares US Medical Devices ETF IHI Stock Holding History

Oak Root LLC’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
-90,822
Closed -$5.38M – 16
2024
Q3 		$5.38M Buy
90,822
+1,993
+2% +$114K 0.68% 12
2024
Q2 		$4.98M Buy
88,829
+3,835
+5% +$215K 0.66% 12
2024
Q1 		$4.98M Buy
+84,994
New +$4.8M 0.67% 13

Other funds holding IHI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oak Root LLC's IHI Position: Q4 2024 in Review

Oak Root LLC sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 90,822 shares — an estimated $5.38M sold.

Oak Root LLC first reported a position in IHI in Q1 2024 and held it in 3 quarters. The position peaked at $5.38M in Q3 2024. 564 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

  • Oak Root LLC reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
  • Oak Root LLC sold 90,822 iShares US Medical Devices ETF shares in Q4 2024, an estimated $5.38M.
  • Oak Root LLC first reported a position in iShares US Medical Devices ETF in Q1 2024 and held it in 3 quarters.
  • Oak Root LLC's iShares US Medical Devices ETF position peaked at $5.38M in Q3 2024.
  • 564 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Oak Root LLC's 13F filing for Q4 2024, filed 30 Jan 2025.