Tyler-Stone Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-354	Closed	-$19.8K	–	604
2024 Q2	$19.8K	Hold	354	–	–	0.01%	523
2024 Q1	$20.7K	Hold	354	–	–	0.01%	521
2023 Q4	$19.1K	Hold	354	–	–	0.01%	510
2023 Q3	$17K	Hold	354	–	–	0.01%	510
2023 Q2	$20K	Buy	+354	New	+$19.5K	0.01%	485
2022 Q4	$19K	Hold	354	–	–	0.01%	451
2022 Q3	$17K	Hold	354	–	–	0.01%	457
2022 Q2	$18K	Hold	354	–	–	0.01%	462
2022 Q1	$22K	Hold	354	–	–	0.01%	457
2021 Q4	$23K	Buy	+354	New	+$22.7K	0.01%	476

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Tyler-Stone Wealth Management's IHI Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 354 shares — an estimated $19.8K sold.

Tyler-Stone Wealth Management first reported a position in IHI in Q4 2021 and held it in 10 quarters. The position peaked at $23K in Q4 2021. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 354 iShares US Medical Devices ETF shares in Q3 2024, an estimated $19.8K.
Tyler-Stone Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares US Medical Devices ETF position peaked at $23K in Q4 2021.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.