Red Tortoise LLC’s iShares US Medical Devices ETF IHI Stock Holding History

Red Tortoise LLC’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	-30	Closed	-$1.69K	–	566
2024 Q2	$1.69K	Hold	30	–	–	﹤0.01%	539
2024 Q1	$1.77K	Hold	30	–	–	﹤0.01%	520
2023 Q4	$1.63K	Hold	30	–	–	﹤0.01%	495
2023 Q3	$1.46K	Hold	30	–	–	﹤0.01%	505
2023 Q2	$1.69K	Buy	+30	New	+$1.65K	﹤0.01%	488

Other funds holding IHI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Red Tortoise LLC's IHI Position: Q3 2024 in Review

Red Tortoise LLC sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 30 shares — an estimated $1.69K sold.

Red Tortoise LLC first reported a position in IHI in Q2 2023 and held it in 5 quarters. The position peaked at $1.77K in Q1 2024. 555 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

Red Tortoise LLC reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
Red Tortoise LLC sold 30 iShares US Medical Devices ETF shares in Q3 2024, an estimated $1.69K.
Red Tortoise LLC first reported a position in iShares US Medical Devices ETF in Q2 2023 and held it in 5 quarters.
Red Tortoise LLC's iShares US Medical Devices ETF position peaked at $1.77K in Q1 2024.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Red Tortoise LLC's 13F filing for Q3 2024, filed 28 Oct 2024.