Sharkey, Howes & Javer’s iShares US Medical Devices ETF IHI Stock Holding History

Sharkey, Howes & Javer’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	-12,304	Closed	-$690K	–	147
2024 Q2	$690K	Sell	12,304 -1,781	-13%	-$99.7K	0.11%	77
2024 Q1	$825K	Sell	14,085 -576	-4%	-$32.5K	0.14%	73
2023 Q4	$791K	Sell	14,661 -2,241	-13%	-$109K	0.14%	69
2023 Q3	$820K	Sell	16,902 -11,921	-41%	-$634K	0.16%	65
2023 Q2	$1.63M	Hold	28,823	–	–	0.31%	46
2023 Q1	$1.56M	Buy	28,823 +2,765	+11%	+$147K	0.33%	43
2022 Q4	$1.37M	Hold	26,058	–	–	0.31%	44
2022 Q3	$1.23M	Sell	26,058 -24	-0.1%	-$1.25K	0.27%	49
2022 Q2	$1.32M	Hold	26,082	–	–	0.32%	39
2022 Q1	$1.59M	Hold	26,082	–	–	0.36%	36
2021 Q4	$1.72M	Sell	26,082 -324	-1%	-$20.7K	0.39%	38
2021 Q3	$1.66M	Sell	26,406 -1,074	-4%	-$68.5K	0.43%	32
2021 Q2	$1.65M	Sell	27,480 -47,688	-63%	-$2.76M	0.44%	33
2021 Q1	$4.14M	Sell	75,168 -34,956	-32%	-$1.94M	1.29%	18
2020 Q4	$6.01M	Buy	110,124 +7,596	+7%	+$397K	2.01%	15
2020 Q3	$5.12M	Buy	102,528 +20,790	+25%	+$1.01M	1.95%	16
2020 Q2	$3.61M	Buy	+81,738	New	+$3.49M	1.59%	20

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Sharkey, Howes & Javer's IHI Position: Q3 2024 in Review

Sharkey, Howes & Javer sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 12,304 shares — an estimated $690K sold.

Sharkey, Howes & Javer first reported a position in IHI in Q2 2020 and held it in 17 quarters. The position peaked at $6.01M in Q4 2020. 555 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

Sharkey, Howes & Javer reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
Sharkey, Howes & Javer sold 12,304 iShares US Medical Devices ETF shares in Q3 2024, an estimated $690K.
Sharkey, Howes & Javer first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 17 quarters.
Sharkey, Howes & Javer's iShares US Medical Devices ETF position peaked at $6.01M in Q4 2020.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2024, filed 21 Oct 2024.