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Sandbox Financial Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Sandbox Financial 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
Q1 		– Sell
-4,221
Closed -$228K – 99
2023
Q4 		$228K Sell
4,221
-1,443
-25% -$70.5K 0.11% 80
2023
Q3 		$275K Sell
5,664
-504
-8% -$26.8K 0.15% 72
2023
Q2 		$348K Buy
6,168
+2,346
+61% +$129K 0.18% 68
2023
Q1 		$206K Sell
3,822
-55
-1% -$2.93K 0.12% 83
2022
Q4 		$204K Sell
3,877
-1,164
-23% -$59.1K 0.14% 80
2022
Q3 		$238K Sell
5,041
-717
-12% -$37.2K 0.17% 67
2022
Q2 		$290K Buy
5,758
+114
+2% +$6.21K 0.21% 63
2022
Q1 		$344K Sell
5,644
-1,252
-18% -$74.6K 0.2% 60
2021
Q4 		$454K Sell
6,896
-507
-7% -$32.5K 0.28% 43
2021
Q3 		$465K Sell
7,403
-691
-9% -$44.1K 0.33% 38
2021
Q2 		$487K Buy
+8,094
New +$468K 0.36% 37

Other funds holding IHI

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

Sandbox Financial Partners's IHI Position: Q1 2024 in Review

Sandbox Financial Partners sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 4,221 shares — an estimated $228K sold.

Sandbox Financial Partners first reported a position in IHI in Q2 2021 and held it in 11 quarters. The position peaked at $487K in Q2 2021. 583 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

  • Sandbox Financial Partners reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
  • Sandbox Financial Partners sold 4,221 iShares US Medical Devices ETF shares in Q1 2024, an estimated $228K.
  • Sandbox Financial Partners first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 11 quarters.
  • Sandbox Financial Partners's iShares US Medical Devices ETF position peaked at $487K in Q2 2021.
  • 583 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Sandbox Financial Partners's 13F filing for Q1 2024, filed 15 Apr 2024.