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

Plotkin Financial Advisors’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
Q3 		– Sell
-5,503
Closed -$308K – 91
2024
Q2 		$308K Sell
5,503
-470
-8% -$26.3K 0.2% 67
2024
Q1 		$350K Sell
5,973
-2,326
-28% -$131K 0.23% 62
2023
Q4 		$448K Sell
8,299
-2,177
-21% -$106K 0.34% 49
2023
Q3 		$508K Sell
10,476
-221
-2% -$11.8K 0.45% 39
2023
Q2 		$604K Sell
10,697
-144
-1% -$7.93K 0.5% 35
2023
Q1 		$585K Sell
10,841
-581
-5% -$30.9K 0.54% 34
2022
Q4 		$600K Sell
11,422
-1,944
-15% -$98.7K 0.61% 29
2022
Q3 		$631K Hold
13,366
– – 0.64% 30
2022
Q2 		$674K Buy
13,366
+100
+0.8% +$5.45K 0.64% 29
2022
Q1 		$809K Buy
13,266
+325
+3% +$19.4K 0.56% 31
2021
Q4 		$852K Buy
12,941
+668
+5% +$42.8K 0.54% 32
2021
Q3 		$770K Buy
12,273
+1,395
+13% +$89K 0.46% 39
2021
Q2 		$655K Buy
+10,878
New +$629K 0.36% 51

Other funds holding IHI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plotkin Financial Advisors's IHI Position: Q3 2024 in Review

Plotkin Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 5,503 shares — an estimated $308K sold.

Plotkin Financial Advisors first reported a position in IHI in Q2 2021 and held it in 13 quarters. The position peaked at $852K in Q4 2021. 555 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

  • Plotkin Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
  • Plotkin Financial Advisors sold 5,503 iShares US Medical Devices ETF shares in Q3 2024, an estimated $308K.
  • Plotkin Financial Advisors first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 13 quarters.
  • Plotkin Financial Advisors's iShares US Medical Devices ETF position peaked at $852K in Q4 2021.
  • 555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Plotkin Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.