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Steve Schonfeld’s iShares US Medical Devices ETF IHI Stock Holding History

Steve Schonfeld’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
-17,736
Closed -$994K – 2209
2024
Q2 		$994K Buy
+17,736
New +$993K 0.01% 1211
2022
Q3 		– Sell
-110,600
Closed -$5.58M – 3063
2022
Q2 		$5.58M Buy
110,600
+26,100
+31% +$1.42M 0.05% 434
2022
Q1 		$5.15M Buy
+84,500
New +$5.04M 0.05% 438

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

Steve Schonfeld's IHI Position: Q3 2024 in Review

Steve Schonfeld sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 17,736 shares — an estimated $994K sold.

Steve Schonfeld first reported a position in IHI in Q1 2022 and held it in 3 quarters. The position peaked at $5.58M in Q2 2022. 555 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

  • Steve Schonfeld reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
  • Steve Schonfeld sold 17,736 iShares US Medical Devices ETF shares in Q3 2024, an estimated $994K.
  • Steve Schonfeld first reported a position in iShares US Medical Devices ETF in Q1 2022 and held it in 3 quarters.
  • Steve Schonfeld's iShares US Medical Devices ETF position peaked at $5.58M in Q2 2022.
  • 555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.