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Planning Capital Management Corporation’s iShares US Medical Devices ETF IHI Stock Holding History

Planning Capital Management Corporation’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
Q1 		– Sell
-196
Closed -$10.6K – 676
2023
Q4 		$10.6K Buy
+196
New +$9.57K 0.01% 413

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LPL Financial
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Planning Capital Management Corporation's IHI Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 196 shares — an estimated $10.6K sold.

Planning Capital Management Corporation first reported a position in IHI in Q4 2023 and held it in 1 quarter. The position peaked at $10.6K in Q4 2023. 581 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 196 iShares US Medical Devices ETF shares in Q1 2024, an estimated $10.6K.
  • Planning Capital Management Corporation first reported a position in iShares US Medical Devices ETF in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's iShares US Medical Devices ETF position peaked at $10.6K in Q4 2023.
  • 581 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.