Planned Solutions’s iShares US Medical Devices ETF IHI Stock Holding History

Planned Solutions’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	-900	Closed	-$53.3K	–	357
2024 Q3	$53.3K	Buy	+900	New	+$51.4K	0.02%	295
2024 Q1	–	Sell	-900	Closed	-$48.6K	–	300
2023 Q4	$48.6K	Buy	+900	New	+$44K	0.02%	288
2021 Q1	–	Sell	-900	Closed	-$49K	–	225
2020 Q4	$49K	Hold	900	–	–	0.04%	201
2020 Q3	$45K	Buy	+900	New	+$43.6K	0.04%	168

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

Planned Solutions's IHI Position: Q4 2024 in Review

Planned Solutions sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 900 shares — an estimated $53.3K sold.

Planned Solutions first reported a position in IHI in Q3 2020 and held it in 4 quarters. The position peaked at $53.3K in Q3 2024. 566 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

Planned Solutions reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 900 iShares US Medical Devices ETF shares in Q4 2024, an estimated $53.3K.
Planned Solutions first reported a position in iShares US Medical Devices ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's iShares US Medical Devices ETF position peaked at $53.3K in Q3 2024.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.