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 $157B AUM 32.99% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return