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

Venturi 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
Q4 		– Sell
-44
Closed -$2.61K – 1987
2024
Q3 		$2.61K Hold
44
– – ﹤0.01% 1622
2024
Q2 		$2.47K Sell
44
-221
-83% -$12.4K ﹤0.01% 1338
2024
Q1 		$15.5K Buy
265
+221
+502% +$12.5K ﹤0.01% 805
2023
Q4 		$2.38K Sell
44
-9,040
-100% -$442K ﹤0.01% 1175
2023
Q3 		$441K Sell
9,084
-7,082
-44% -$377K 0.03% 252
2023
Q2 		$913K Buy
16,166
+7,278
+82% +$401K 0.07% 172
2023
Q1 		$480K Buy
8,888
+44
+0.5% +$2.34K 0.04% 233
2022
Q4 		$465K Hold
8,844
– – 0.04% 239
2022
Q3 		$417K Buy
+8,844
New +$459K 0.04% 239
2021
Q2 		– Sell
-14,586
Closed -$803K – 326
2021
Q1 		$803K Sell
14,586
-6,270
-30% -$348K 0.08% 176
2020
Q4 		$1.14M Buy
20,856
+1,950
+10% +$102K 0.12% 129
2020
Q3 		$944K Buy
18,906
+1,440
+8% +$69.7K 0.11% 140
2020
Q2 		$771K Buy
+17,466
New +$746K 0.1% 126

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UBS Group
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Fisher Asset Management
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return