Summit Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

Summit Financial Group’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 Q1	$1.07M	Sell	18,310 -510	-3%	-$28.8K	0.38%	77
2023 Q4	$1.02M	Hold	18,820	–	–	0.39%	75
2023 Q3	$913K	Sell	18,820 -200	-1%	-$10.6K	0.38%	75
2023 Q2	$1.07M	Sell	19,020 -1,215	-6%	-$66.9K	0.42%	74
2023 Q1	$1.09M	Sell	20,235 -1,000	-5%	-$53.2K	0.41%	72
2022 Q4	$1.12M	Hold	21,235	–	–	0.44%	65
2022 Q3	$1M	Hold	21,235	–	–	0.42%	72
2022 Q2	$1.07M	Buy	+21,235	New	+$1.16M	0.41%	70
2022 Q1	–	Sell	-21,460	Closed	-$1.41M	–	214
2021 Q4	$1.41M	Hold	21,460	–	–	0.46%	62
2021 Q3	$1.35M	Sell	21,460 -80	-0.4%	-$5.1K	0.49%	60
2021 Q2	$1.3M	Buy	21,540 +16,440	+322%	+$951K	0.48%	60
2021 Q1	$281K	Hold	5,100	–	–	0.12%	153
2020 Q4	$278K	Hold	5,100	–	–	0.12%	135
2020 Q3	$255K	Hold	5,100	–	–	0.13%	129
2020 Q2	$225K	Buy	+5,100	New	+$218K	0.12%	141
2020 Q1	–	Sell	-5,100	Closed	-$225K	–	148
2019 Q4	$225K	Hold	5,100	–	–	0.11%	151
2019 Q3	$210K	Hold	5,100	–	–	0.11%	150
2019 Q2	$205K	Buy	+5,100	New	+$193K	0.09%	158

Other funds holding IHI

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial Group's IHI Position: Q1 2024 in Review

Summit Financial Group reduced its iShares US Medical Devices ETF (IHI) stake by 2.7% in Q1 2024, selling an estimated $28.8K and leaving 18,310 shares worth $1.07M. The position accounts for 0.38% of the portfolio, ranked #77.

Summit Financial Group first reported a position in IHI in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.41M in Q4 2021. 581 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

Summit Financial Group held 18,310 shares of iShares US Medical Devices ETF worth $1.07M as of Q1 2024.
Summit Financial Group sold 510 iShares US Medical Devices ETF shares in Q1 2024, an estimated $28.8K.
iShares US Medical Devices ETF made up 0.38% of Summit Financial Group's portfolio in Q1 2024, its #77 holding.
Summit Financial Group first reported a position in iShares US Medical Devices ETF in Q2 2019 and has held it in 18 quarters since.
Summit Financial Group's iShares US Medical Devices ETF position peaked at $1.41M in Q4 2021.
581 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.