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Strategic Blueprint’s iShares US Medical Devices ETF IHI Stock Holding History

Strategic Blueprint’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
-3,798
Closed -$213K – 671
2024
Q2 		$213K Sell
3,798
-221
-5% -$12.4K 0.01% 577
2024
Q1 		$235K Sell
4,019
-510
-11% -$28.8K 0.02% 542
2023
Q4 		$244K Sell
4,529
-1,225
-21% -$59.8K 0.02% 505
2023
Q3 		$279K Sell
5,754
-704
-11% -$37.4K 0.03% 426
2023
Q2 		$365K Sell
6,458
-747
-10% -$41.1K 0.03% 375
2023
Q1 		$389K Sell
7,205
-1,664
-19% -$88.6K 0.04% 348
2022
Q4 		$466K Sell
8,869
-750
-8% -$38.1K 0.05% 312
2022
Q3 		$454K Sell
9,619
-3,929
-29% -$204K 0.05% 294
2022
Q2 		$683K Sell
13,548
-2,604
-16% -$142K 0.08% 230
2022
Q1 		$985K Buy
16,152
+968
+6% +$57.7K 0.11% 181
2021
Q4 		$1M Sell
15,184
-17,686
-54% -$1.13M 0.13% 173
2021
Q3 		$2.06M Sell
32,870
-29,542
-47% -$1.88M 0.32% 77
2021
Q2 		$3.75M Sell
62,412
-7,734
-11% -$447K 0.59% 34
2021
Q1 		$3.86M Sell
70,146
-10,848
-13% -$602K 0.82% 28
2020
Q4 		$4.42M Buy
80,994
+14,220
+21% +$743K 1.11% 20
2020
Q3 		$3.33M Buy
66,774
+18,606
+39% +$901K 1.03% 24
2020
Q2 		$2.13M Buy
+48,168
New +$2.06M 0.75% 38

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

Strategic Blueprint's IHI Position: Q3 2024 in Review

Strategic Blueprint sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 3,798 shares — an estimated $213K sold.

Strategic Blueprint first reported a position in IHI in Q2 2020 and held it in 17 quarters. The position peaked at $4.42M in Q4 2020. 555 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

  • Strategic Blueprint reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Blueprint sold 3,798 iShares US Medical Devices ETF shares in Q3 2024, an estimated $213K.
  • Strategic Blueprint first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 17 quarters.
  • Strategic Blueprint's iShares US Medical Devices ETF position peaked at $4.42M in Q4 2020.
  • 555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Strategic Blueprint's 13F filing for Q3 2024, filed 25 Oct 2024.