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

Source Financial 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
Q3 		$207K Sell
3,487
-233
-6% -$13.3K 0.06% 116
2024
Q2 		$208K Buy
3,720
+18
+0.5% +$1.01K 0.06% 111
2024
Q1 		$217K Sell
3,702
-2,817
-43% -$159K 0.07% 113
2023
Q4 		$352K Sell
6,519
-210
-3% -$10.3K 0.11% 94
2023
Q3 		$326K Buy
6,729
+215
+3% +$11.4K 0.11% 96
2023
Q2 		$368K Sell
6,514
-11
-0.2% -$606 0.12% 95
2023
Q1 		$352K Sell
6,525
-6,354
-49% -$338K 0.12% 93
2022
Q4 		$677K Sell
12,879
-171
-1% -$8.68K 0.25% 67
2022
Q3 		$616K Sell
13,050
-392
-3% -$20.3K 0.24% 65
2022
Q2 		$678K Sell
13,442
-555
-4% -$30.2K 0.27% 65
2022
Q1 		$853K Sell
13,997
-415
-3% -$24.7K 0.25% 60
2021
Q4 		$949K Sell
14,412
-383
-3% -$24.5K 0.26% 57
2021
Q3 		$929K Sell
14,795
-109
-0.7% -$6.95K 0.24% 52
2021
Q2 		$897K Buy
14,904
+630
+4% +$36.4K 0.23% 52
2021
Q1 		$786K Sell
14,274
-486
-3% -$27K 0.21% 56
2020
Q4 		$805K Buy
+14,760
New +$772K 0.22% 55

Other funds holding IHI

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Source Financial Advisors's IHI Position: Q3 2024 in Review

Source Financial Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 6.3% in Q3 2024, selling an estimated $13.3K and leaving 3,487 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #116.

Source Financial Advisors first reported a position in IHI in Q4 2020 and has held it in 16 quarters since. The position peaked at $949K in Q4 2021. 554 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

  • Source Financial Advisors held 3,487 shares of iShares US Medical Devices ETF worth $207K as of Q3 2024.
  • Source Financial Advisors sold 233 iShares US Medical Devices ETF shares in Q3 2024, an estimated $13.3K.
  • iShares US Medical Devices ETF made up 0.06% of Source Financial Advisors's portfolio in Q3 2024, its #116 holding.
  • Source Financial Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's iShares US Medical Devices ETF position peaked at $949K in Q4 2021.
  • 554 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.