Tradition Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Tradition Wealth Management’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	–	Sell	-1,883	Closed	-$102K	–	778
2023 Q4	$102K	Sell	1,883 -100	-5%	-$4.88K	0.01%	464
2023 Q3	$96K	Hold	1,983	–	–	0.01%	449
2023 Q2	$112K	Hold	1,983	–	–	0.01%	426
2023 Q1	$107K	Buy	1,983 +1,507	+317%	+$80.2K	0.01%	426
2022 Q4	$25K	Sell	476 -148	-24%	-$7.51K	﹤0.01%	697
2022 Q3	$29K	Buy	624 +522	+512%	+$27.1K	﹤0.01%	665
2022 Q2	$5K	Hold	102	–	–	﹤0.01%	955
2022 Q1	$6K	Sell	102 -338	-77%	-$20.1K	﹤0.01%	1003
2021 Q4	$29K	Sell	440 -83	-16%	-$5.31K	﹤0.01%	652
2021 Q3	$33K	Sell	523 -17	-3%	-$1.08K	﹤0.01%	619
2021 Q2	$33K	Sell	540 -15,018	-97%	-$869K	﹤0.01%	641
2021 Q1	$856K	Sell	15,558 -7,152	-31%	-$397K	0.15%	114
2020 Q4	$1.24M	Buy	+22,710	New	+$1.19M	0.24%	89

Other funds holding IHI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tradition Wealth Management's IHI Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 1,883 shares — an estimated $102K sold.

Tradition Wealth Management first reported a position in IHI in Q4 2020 and held it in 13 quarters. The position peaked at $1.24M in Q4 2020. 583 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

Tradition Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,883 iShares US Medical Devices ETF shares in Q1 2024, an estimated $102K.
Tradition Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares US Medical Devices ETF position peaked at $1.24M in Q4 2020.
583 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.