RWA Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

RWA Wealth Partners’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 Q2	–	Sell	-64,078	Closed	-$3.75M	–	557
2024 Q1	$3.75M	Sell	64,078 -2,900	-4%	-$164K	0.05%	168
2023 Q4	$3.61M	Buy	+66,978	New	+$3.27M	0.05%	159
2021 Q4	–	Sell	-100,553	Closed	-$6.31M	–	258
2021 Q3	$6.31M	Buy	+100,553	New	+$6.42M	0.47%	61

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

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

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

RWA Wealth Partners's IHI Position: Q2 2024 in Review

RWA Wealth Partners sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 64,078 shares — an estimated $3.75M sold.

RWA Wealth Partners first reported a position in IHI in Q3 2021 and held it in 3 quarters. The position peaked at $6.31M in Q3 2021. 545 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

RWA Wealth Partners reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
RWA Wealth Partners sold 64,078 iShares US Medical Devices ETF shares in Q2 2024, an estimated $3.75M.
RWA Wealth Partners first reported a position in iShares US Medical Devices ETF in Q3 2021 and held it in 3 quarters.
RWA Wealth Partners's iShares US Medical Devices ETF position peaked at $6.31M in Q3 2021.
545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on RWA Wealth Partners's 13F filing for Q2 2024, filed 12 Aug 2024.