Phoenix Financial’s iShares US Medical Devices ETF IHI Stock Holding History

Phoenix Financial’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	-4,000	Closed	-$237K	–	381
2024 Q3	$237K	Sell	4,000 -380,444	-99%	-$21.7M	﹤0.01%	318
2024 Q2	$21.5M	Buy	384,444 +338,390	+735%	+$18.9M	0.33%	55
2024 Q1	$2.7M	Buy	+46,054	New	+$2.6M	0.04%	171
2022 Q4	–	Sell	-33,900	Closed	-$1.6M	–	310
2022 Q3	$1.6M	Hold	33,900	–	–	0.04%	166
2022 Q2	$1.71M	Hold	33,900	–	–	0.04%	182
2022 Q1	$2.07M	Sell	33,900 -24,000	-41%	-$1.43M	0.03%	191
2021 Q4	$3.81M	Buy	57,900 +13,398	+30%	+$858K	0.06%	140
2021 Q3	$2.79M	Buy	+44,502	New	+$2.84M	0.05%	178
2021 Q2	–	Sell	-109,098	Closed	-$6.01M	–	356
2021 Q1	$6.01M	Buy	109,098 +41,880	+62%	+$2.32M	0.14%	135
2020 Q4	$3.66M	Buy	67,218 +4,218	+7%	+$220K	0.1%	159
2020 Q3	$2.96M	Sell	63,000 -44,262	-41%	-$2.14M	0.12%	124
2020 Q2	$4.5M	Sell	107,262 -16,902	-14%	-$722K	0.19%	114
2020 Q1	$4.55M	Buy	124,164 +59,022	+91%	+$2.49M	0.23%	109
2019 Q4	$2.85M	Sell	65,142 -12,042	-16%	-$506K	0.12%	126
2019 Q3	$3M	Buy	+77,184	New	+$3.16M	0.14%	113

Other funds holding IHI

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial's IHI Position: Q4 2024 in Review

Phoenix Financial sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 4,000 shares — an estimated $237K sold.

Phoenix Financial first reported a position in IHI in Q3 2019 and held it in 15 quarters. The position peaked at $21.5M in Q2 2024. 566 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

Phoenix Financial reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
Phoenix Financial sold 4,000 iShares US Medical Devices ETF shares in Q4 2024, an estimated $237K.
Phoenix Financial first reported a position in iShares US Medical Devices ETF in Q3 2019 and held it in 15 quarters.
Phoenix Financial's iShares US Medical Devices ETF position peaked at $21.5M in Q2 2024.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Phoenix Financial's 13F filing for Q4 2024, filed 13 Feb 2025.