OneDigital Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

OneDigital Investment 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	-5,495	Closed	-$325K	–	1460
2024 Q3	$325K	Sell	5,495 -23	-0.4%	-$1.31K	﹤0.01%	1118
2024 Q2	$309K	Buy	+5,518	New	+$309K	﹤0.01%	1098
2023 Q4	–	Sell	-4,224	Closed	-$205K	–	1118
2023 Q3	$205K	Sell	4,224 -10,345	-71%	-$550K	﹤0.01%	933
2023 Q2	$823K	Sell	14,569 -5,695	-28%	-$314K	0.02%	463
2023 Q1	$1.09M	Sell	20,264 -50,103	-71%	-$2.67M	0.03%	374
2022 Q4	$3.7M	Buy	70,367 +47,857	+213%	+$2.43M	0.11%	161
2022 Q3	$1.06M	Buy	+22,510	New	+$1.17M	0.04%	278
2018 Q4	–	Sell	-552	Closed	-$21K	–	1189
2018 Q3	$21K	Buy	+552	New	+$19.6K	﹤0.01%	649
2018 Q1	–	Sell	-27,168	Closed	-$786K	–	1349
2017 Q4	$786K	Buy	27,168 +18,000	+196%	+$519K	0.09%	91
2017 Q3	$255K	Buy	9,168 +5,868	+178%	+$162K	0.09%	127
2017 Q2	$92K	Buy	+3,300	New	+$87.4K	0.03%	328

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 $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

OneDigital Investment Advisors's IHI Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 5,495 shares — an estimated $325K sold.

OneDigital Investment Advisors first reported a position in IHI in Q2 2017 and held it in 11 quarters. The position peaked at $3.7M in Q4 2022. 564 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

OneDigital Investment Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 5,495 iShares US Medical Devices ETF shares in Q4 2024, an estimated $325K.
OneDigital Investment Advisors first reported a position in iShares US Medical Devices ETF in Q2 2017 and held it in 11 quarters.
OneDigital Investment Advisors's iShares US Medical Devices ETF position peaked at $3.7M in Q4 2022.
564 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.