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The Family Firm’s iShares US Medical Devices ETF IHI Stock Holding History

The Family Firm’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
-1,677
Closed -$94K – 510
2024
Q2 		$94K Buy
+1,677
New +$93.9K 0.02% 289

Other funds holding IHI

Citigroup
Citigroup New York $303B AUM 53.02% 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 $424B AUM 22.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

The Family Firm's IHI Position: Q3 2024 in Review

The Family Firm sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 1,677 shares — an estimated $94K sold.

The Family Firm first reported a position in IHI in Q2 2024 and held it in 1 quarter. The position peaked at $94K in Q2 2024. 554 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

  • The Family Firm reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 1,677 iShares US Medical Devices ETF shares in Q3 2024, an estimated $94K.
  • The Family Firm first reported a position in iShares US Medical Devices ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares US Medical Devices ETF position peaked at $94K in Q2 2024.
  • 554 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.