Oliver Lagore Vanvalin Investment Group’s iShares US Medical Devices ETF IHI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	-59	Closed	-$3.49K	–	707
2024 Q3	$3.49K	Hold	59	–	–	﹤0.01%	532
2024 Q2	$3.31K	Hold	59	–	–	﹤0.01%	550
2024 Q1	$3.46K	Sell	59 -4	-6%	-$226	﹤0.01%	563
2023 Q4	$3.4K	Sell	63 -170	-73%	-$8.3K	﹤0.01%	581
2023 Q3	$11.3K	Sell	233 -1	-0.4%	-$53	﹤0.01%	421
2023 Q2	$13.2K	Sell	234 -22,097	-99%	-$1.22M	﹤0.01%	422
2023 Q1	$1.21M	Sell	22,331 -2,531	-10%	-$135K	0.51%	24
2022 Q4	$1.31M	Buy	24,862 +6,202	+33%	+$315K	0.74%	28
2022 Q3	$880K	Sell	18,660 -40,114	-68%	-$2.08M	0.57%	30
2022 Q2	$2.96M	Sell	58,774 -29,365	-33%	-$1.6M	1.73%	10
2022 Q1	$5.33M	Sell	88,139 -978,881	-92%	-$58.4M	3.57%	5
2021 Q4	$70.3M	Buy	+1,067,020	New	+$68.3M	5.03%	7

Other funds holding IHI

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IHI Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 59 shares — an estimated $3.49K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IHI in Q4 2021 and held it in 12 quarters. The position peaked at $70.3M in Q4 2021. 564 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 59 iShares US Medical Devices ETF shares in Q4 2024, an estimated $3.49K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 12 quarters.
Oliver Lagore Vanvalin Investment Group's iShares US Medical Devices ETF position peaked at $70.3M in Q4 2021.
564 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.