RG
IHI icon

Retirement Group’s iShares US Medical Devices ETF IHI Stock Holding History

Retirement Group’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 		$82.1K Hold
1,401
– – 0.03% 184
2023
Q4 		$75.6K Sell
1,401
-1,508
-52% -$73.7K 0.03% 177
2023
Q3 		$141K Buy
2,909
+381
+15% +$20.3K 0.06% 127
2023
Q2 		$143K Buy
2,528
+2
+0.1% +$110 0.06% 121
2023
Q1 		$136K Sell
2,526
-49
-2% -$2.61K 0.06% 117
2022
Q4 		$135K Buy
2,575
+363
+16% +$18.4K 0.07% 106
2022
Q3 		$104K Sell
2,212
-620
-22% -$32.2K 0.08% 86
2022
Q2 		$143K Buy
2,832
+3
+0.1% +$164 0.06% 124
2022
Q1 		$172K Hold
2,829
– – 0.07% 124
2021
Q4 		$186K Buy
2,829
+5
+0.2% +$320 0.08% 125
2021
Q3 		$177K Sell
2,824
-98
-3% -$6.25K 0.08% 126
2021
Q2 		$176K Sell
2,922
-192
-6% -$11.1K 0.08% 126
2021
Q1 		$171K Hold
3,114
– – 0.08% 146
2020
Q4 		$169K Sell
3,114
-1,938
-38% -$101K 0.08% 140
2020
Q3 		$252K Buy
5,052
+1,230
+32% +$59.6K 0.14% 112
2020
Q2 		$169K Buy
+3,822
New +$163K 0.1% 121
2019
Q4 		$7K Buy
+168
New +$7.06K ﹤0.01% 411

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Retirement Group's IHI Position: Q1 2024 in Review

Retirement Group held its iShares US Medical Devices ETF (IHI) position steady in Q1 2024 at 1,401 shares worth $82.1K. The position accounts for 0.03% of the portfolio, ranked #184.

Retirement Group first reported a position in IHI in Q4 2019 and has held it in 17 quarters since. The position peaked at $252K in Q3 2020. 583 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

  • Retirement Group held 1,401 shares of iShares US Medical Devices ETF worth $82.1K as of Q1 2024.
  • Retirement Group left its iShares US Medical Devices ETF share count unchanged in Q1 2024.
  • iShares US Medical Devices ETF made up 0.03% of Retirement Group's portfolio in Q1 2024, its #184 holding.
  • Retirement Group first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's iShares US Medical Devices ETF position peaked at $252K in Q3 2020.
  • 583 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.