SFI Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

SFI Advisors’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	-31,271	Closed	-$1.69M	–	87
2023 Q4	$1.69M	Sell	31,271 -27,375	-47%	-$1.34M	1.44%	26
2023 Q3	$2.84M	Sell	58,646 -1,596	-3%	-$84.9K	2.78%	14
2023 Q2	$3.4M	Buy	60,242 +52,082	+638%	+$2.87M	3.23%	11
2023 Q1	$440K	Sell	8,160 -1,204	-13%	-$64.1K	0.44%	39
2022 Q4	$492K	Sell	9,364 -7,255	-44%	-$368K	0.53%	39
2022 Q3	$784K	Sell	16,619 -44,965	-73%	-$2.33M	0.91%	33
2022 Q2	$3.11M	Buy	61,584 +229	+0.4%	+$12.5K	3.44%	11
2022 Q1	$3.75K	Hold	61,355	–	–	2.28%	12
2021 Q4	$3.85M	Buy	+61,355	New	+$3.93M	3.4%	12

Other funds holding IHI

Citigroup New York $303B AUM 53.02% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFI Advisors's IHI Position: Q1 2024 in Review

SFI Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 31,271 shares — an estimated $1.69M sold.

SFI Advisors first reported a position in IHI in Q4 2021 and held it in 9 quarters. The position peaked at $3.85M in Q4 2021. 581 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

SFI Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
SFI Advisors sold 31,271 iShares US Medical Devices ETF shares in Q1 2024, an estimated $1.69M.
SFI Advisors first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 9 quarters.
SFI Advisors's iShares US Medical Devices ETF position peaked at $3.85M in Q4 2021.
581 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on SFI Advisors's 13F filing for Q1 2024, filed 13 May 2024.