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

Operose 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
-38
Closed -$2.25K – 534
2024
Q3 		$2.25K Hold
38
– – ﹤0.01% 570
2024
Q2 		$2.13K Hold
38
– – ﹤0.01% 537
2024
Q1 		$2.23K Hold
38
– – ﹤0.01% 590
2023
Q4 		$2.05K Sell
38
-6,780
-99% -$331K ﹤0.01% 557
2023
Q3 		$331K Buy
+6,818
New +$363K 0.13% 77

Other funds holding IHI

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Operose Advisors's IHI Position: Q4 2024 in Review

Operose Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 38 shares — an estimated $2.25K sold.

Operose Advisors first reported a position in IHI in Q3 2023 and held it in 5 quarters. The position peaked at $331K in Q3 2023. 566 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

  • Operose Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 38 iShares US Medical Devices ETF shares in Q4 2024, an estimated $2.25K.
  • Operose Advisors first reported a position in iShares US Medical Devices ETF in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's iShares US Medical Devices ETF position peaked at $331K in Q3 2023.
  • 566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

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