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Shared Vision Wealth Group’s iShares US Medical Devices ETF IHI Stock Holding History

Shared Vision Wealth 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
Q3 		– Sell
-4,848
Closed -$272K – 74
2024
Q2 		$272K Hold
4,848
– – 0.16% 61
2024
Q1 		$284K Hold
4,848
– – 0.18% 59
2023
Q4 		$262K Buy
+4,848
New +$237K 0.17% 61

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Shared Vision Wealth Group's IHI Position: Q3 2024 in Review

Shared Vision Wealth Group sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 4,848 shares — an estimated $272K sold.

Shared Vision Wealth Group first reported a position in IHI in Q4 2023 and held it in 3 quarters. The position peaked at $284K in Q1 2024. 555 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

  • Shared Vision Wealth Group reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
  • Shared Vision Wealth Group sold 4,848 iShares US Medical Devices ETF shares in Q3 2024, an estimated $272K.
  • Shared Vision Wealth Group first reported a position in iShares US Medical Devices ETF in Q4 2023 and held it in 3 quarters.
  • Shared Vision Wealth Group's iShares US Medical Devices ETF position peaked at $284K in Q1 2024.
  • 555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Shared Vision Wealth Group's 13F filing for Q3 2024, filed 12 Nov 2024.