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

TrinityPoint Wealth’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 Q4	–	Sell	-3,420	Closed	-$203K	–	347
2024 Q3	$203K	Sell	3,420 -150	-4%	-$8.57K	0.03%	317
2024 Q2	$200K	Sell	3,570 -70	-2%	-$3.92K	0.03%	301
2024 Q1	$213K	Sell	3,640 -250	-6%	-$14.1K	0.04%	291
2023 Q4	$210K	Buy	+3,890	New	+$190K	0.04%	285
2023 Q3	–	Sell	-3,979	Closed	-$225K	–	296
2023 Q2	$225K	Hold	3,979	–	–	0.04%	253
2023 Q1	$215K	Buy	3,979 +13	+0.3%	+$692	0.05%	254
2022 Q4	$208K	Buy	+3,966	New	+$201K	0.05%	259
2022 Q3	–	Sell	-3,986	Closed	-$201K	–	287
2022 Q2	$201K	Sell	3,986 -1,342	-25%	-$73.1K	0.04%	263
2022 Q1	$325K	Sell	5,328 -545	-9%	-$32.5K	0.06%	235
2021 Q4	$387K	Sell	5,873 -85	-1%	-$5.44K	0.07%	214
2021 Q3	$374K	Buy	+5,958	New	+$380K	0.07%	212

Other funds holding IHI

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TrinityPoint Wealth's IHI Position: Q4 2024 in Review

TrinityPoint Wealth sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 3,420 shares — an estimated $203K sold.

TrinityPoint Wealth first reported a position in IHI in Q3 2021 and held it in 11 quarters. The position peaked at $387K in Q4 2021. 566 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

TrinityPoint Wealth reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
TrinityPoint Wealth sold 3,420 iShares US Medical Devices ETF shares in Q4 2024, an estimated $203K.
TrinityPoint Wealth first reported a position in iShares US Medical Devices ETF in Q3 2021 and held it in 11 quarters.
TrinityPoint Wealth's iShares US Medical Devices ETF position peaked at $387K in Q4 2021.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.