Private Capital Management (Colorado)’s iShares US Medical Devices ETF IHI Stock Holding History

Private Capital Management (Colorado)’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	-2,403	Closed	-$142K	–	244
2024 Q3	$142K	Buy	+2,403	New	+$137K	0.03%	193
2024 Q2	–	Sell	-721	Closed	-$42.3K	–	253
2024 Q1	$42.3K	Hold	721	–	–	0.01%	197
2023 Q4	$38.9K	Hold	721	–	–	0.01%	181
2023 Q3	$35K	Hold	721	–	–	0.01%	171
2023 Q2	$40.7K	Hold	721	–	–	0.01%	164
2023 Q1	$38.9K	Buy	+721	New	+$38.4K	0.01%	177

Other funds holding IHI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Capital Management (Colorado)'s IHI Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 2,403 shares — an estimated $142K sold.

Private Capital Management (Colorado) first reported a position in IHI in Q1 2023 and held it in 6 quarters. The position peaked at $142K in Q3 2024. 564 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

Private Capital Management (Colorado) reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
Private Capital Management (Colorado) sold 2,403 iShares US Medical Devices ETF shares in Q4 2024, an estimated $142K.
Private Capital Management (Colorado) first reported a position in iShares US Medical Devices ETF in Q1 2023 and held it in 6 quarters.
Private Capital Management (Colorado)'s iShares US Medical Devices ETF position peaked at $142K in Q3 2024.
564 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.