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Sterling Investment Counsel’s iShares US Medical Devices ETF IHI Stock Holding History

Sterling Investment Counsel’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
Q4 		– Sell
-10,342
Closed -$612K – 145
2024
Q3 		$612K Buy
10,342
+52
+0.5% +$2.97K 0.22% 74
2024
Q2 		$577K Buy
10,290
+223
+2% +$12.5K 0.23% 72
2024
Q1 		$590K Buy
10,067
+1,735
+21% +$98K 0.27% 70
2023
Q4 		$450K Sell
8,332
-144
-2% -$7.03K 0.23% 79
2023
Q3 		$411K Buy
8,476
+108
+1% +$5.74K 0.24% 80
2023
Q2 		$472K Buy
8,368
+303
+4% +$16.7K 0.26% 71
2023
Q1 		$435K Buy
8,065
+108
+1% +$5.75K 0.26% 72
2022
Q4 		$418K Buy
7,957
+41
+0.5% +$2.08K 0.26% 76
2022
Q3 		$373K Buy
7,916
+136
+2% +$7.06K 0.27% 71
2022
Q2 		$392K Buy
7,780
+1,034
+15% +$56.4K 0.3% 76
2022
Q1 		$411K Buy
6,746
+764
+13% +$45.5K 0.28% 83
2021
Q4 		$394K Buy
+5,982
New +$383K 0.27% 87

Other funds holding IHI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sterling Investment Counsel's IHI Position: Q4 2024 in Review

Sterling Investment Counsel sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 10,342 shares — an estimated $612K sold.

Sterling Investment Counsel first reported a position in IHI in Q4 2021 and held it in 12 quarters. The position peaked at $612K in Q3 2024. 564 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

  • Sterling Investment Counsel reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
  • Sterling Investment Counsel sold 10,342 iShares US Medical Devices ETF shares in Q4 2024, an estimated $612K.
  • Sterling Investment Counsel first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 12 quarters.
  • Sterling Investment Counsel's iShares US Medical Devices ETF position peaked at $612K in Q3 2024.
  • 564 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Sterling Investment Counsel's 13F filing for Q4 2024, filed 22 Jan 2025.