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

USAdvisors 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 Q2	–	Sell	-17,446	Closed	-$1.02M	–	133
2024 Q1	$1.02M	Sell	17,446 -731	-4%	-$41.3K	0.39%	61
2023 Q4	$981K	Buy	18,177 +641	+4%	+$31.3K	0.41%	57
2023 Q3	$850K	Buy	17,536 +507	+3%	+$27K	0.38%	63
2023 Q2	$948K	Sell	17,029 -6,375	-27%	-$351K	0.45%	58
2023 Q1	$1.26M	Buy	23,404 +644	+3%	+$34.3K	0.6%	47
2022 Q4	$1.2M	Sell	22,760 -3,845	-14%	-$195K	0.58%	46
2022 Q3	$1.25M	Sell	26,605 -5,470	-17%	-$284K	0.64%	39
2022 Q2	$1.62M	Buy	32,075 +4,922	+18%	+$268K	0.81%	31
2022 Q1	$1.66M	Buy	27,153 +5,217	+24%	+$311K	0.71%	32
2021 Q4	$1.44M	Buy	21,936 +1,184	+6%	+$75.8K	0.59%	38
2021 Q3	$1.3M	Buy	20,752 +124	+0.6%	+$7.91K	0.56%	40
2021 Q2	$1.24M	Sell	20,628 -306	-1%	-$17.7K	0.67%	39
2021 Q1	$1.15M	Sell	20,934 -10,536	-33%	-$584K	0.56%	40
2020 Q4	$1.72M	Buy	31,470 +1,620	+5%	+$84.7K	0.82%	29
2020 Q3	$1.49K	Sell	29,850 -276	-0.9%	-$13.4K	0.23%	31
2020 Q2	$1.33M	Buy	30,126 +1,686	+6%	+$72.1K	0.71%	29
2020 Q1	$1.07M	Buy	+28,440	New	+$1.2M	0.66%	33

Other funds holding IHI

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

USAdvisors Wealth Management's IHI Position: Q2 2024 in Review

USAdvisors Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 17,446 shares — an estimated $1.02M sold.

USAdvisors Wealth Management first reported a position in IHI in Q1 2020 and held it in 17 quarters. The position peaked at $1.72M in Q4 2020. 543 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

USAdvisors Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
USAdvisors Wealth Management sold 17,446 iShares US Medical Devices ETF shares in Q2 2024, an estimated $1.02M.
USAdvisors Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2020 and held it in 17 quarters.
USAdvisors Wealth Management's iShares US Medical Devices ETF position peaked at $1.72M in Q4 2020.
543 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on USAdvisors Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.