PFG Private Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

PFG Private Wealth Management’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	-48	Closed	-$2.81K	–	244
2024 Q1	$2.81K	Hold	48	–	–	﹤0.01%	175
2023 Q4	$2.59K	Hold	48	–	–	﹤0.01%	189
2023 Q3	$2.33K	Hold	48	–	–	﹤0.01%	235
2023 Q2	$2.71K	Hold	48	–	–	﹤0.01%	243
2023 Q1	$2.59K	Hold	48	–	–	﹤0.01%	246
2022 Q4	$3K	Hold	48	–	–	﹤0.01%	263
2022 Q3	$2K	Hold	48	–	–	﹤0.01%	300
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	285
2022 Q1	$3K	Hold	48	–	–	﹤0.01%	253
2021 Q4	$3K	Hold	48	–	–	﹤0.01%	263
2021 Q3	$3K	Buy	+48	New	+$3.06K	﹤0.01%	248

Other funds holding IHI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFG Private Wealth Management's IHI Position: Q2 2024 in Review

PFG Private Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 48 shares — an estimated $2.81K sold.

PFG Private Wealth Management first reported a position in IHI in Q3 2021 and held it in 11 quarters. The position peaked at $3K in Q4 2022. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

PFG Private Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
PFG Private Wealth Management sold 48 iShares US Medical Devices ETF shares in Q2 2024, an estimated $2.81K.
PFG Private Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2021 and held it in 11 quarters.
PFG Private Wealth Management's iShares US Medical Devices ETF position peaked at $3K in Q4 2022.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on PFG Private Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.