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

SpiderRock 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 		$454K Sell
7,659
-681
-8% -$38.9K 0.01% 645
2024
Q2 		$467K Sell
8,340
-192
-2% -$10.7K 0.01% 575
2024
Q1 		$488K Buy
+8,532
New +$482K 0.01% 526

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

SpiderRock Advisors's IHI Position: Q3 2024 in Review

SpiderRock Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 8.2% in Q3 2024, selling an estimated $38.9K and leaving 7,659 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #645.

SpiderRock Advisors first reported a position in IHI in Q1 2024 and has held it in 3 quarters since. The position peaked at $488K in Q1 2024. 554 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

  • SpiderRock Advisors held 7,659 shares of iShares US Medical Devices ETF worth $454K as of Q3 2024.
  • SpiderRock Advisors sold 681 iShares US Medical Devices ETF shares in Q3 2024, an estimated $38.9K.
  • iShares US Medical Devices ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #645 holding.
  • SpiderRock Advisors first reported a position in iShares US Medical Devices ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's iShares US Medical Devices ETF position peaked at $488K in Q1 2024.
  • 554 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

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