Tufton Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

Tufton Capital 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 Q2	–	Sell	-4,050	Closed	-$237K	–	121
2024 Q1	$237K	Buy	4,050 +125	+3%	+$7.06K	0.05%	114
2023 Q4	$212K	Buy	+3,925	New	+$192K	0.04%	119
2023 Q3	–	Sell	-3,925	Closed	-$222K	–	121
2023 Q2	$222K	Sell	3,925 -25	-0.6%	-$1.38K	0.05%	112
2023 Q1	$213K	Sell	3,950 -50	-1%	-$2.66K	0.05%	116
2022 Q4	$210K	Buy	+4,000	New	+$203K	0.05%	112
2022 Q2	–	Sell	-3,685	Closed	-$224K	–	116
2022 Q1	$224K	Sell	3,685 -5	-0.1%	-$298	0.04%	119
2021 Q4	$242K	Buy	+3,690	New	+$236K	0.04%	123

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 22.9% 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

Tufton Capital Management's IHI Position: Q2 2024 in Review

Tufton Capital Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 4,050 shares — an estimated $237K sold.

Tufton Capital Management first reported a position in IHI in Q4 2021 and held it in 7 quarters. The position peaked at $242K in Q4 2021. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

Tufton Capital Management reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
Tufton Capital Management sold 4,050 iShares US Medical Devices ETF shares in Q2 2024, an estimated $237K.
Tufton Capital Management first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 7 quarters.
Tufton Capital Management's iShares US Medical Devices ETF position peaked at $242K in Q4 2021.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Tufton Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.