VitalStone Financial’s iShares US Medical Devices ETF IHI Stock Holding History

VitalStone Financial’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	$355	Hold	6	–	–	﹤0.01%	451
2024 Q2	$336	Hold	6	–	–	﹤0.01%	448
2024 Q1	$0	Hold	6	–	–	﹤0.01%	533
2023 Q4	$0	Hold	6	–	–	﹤0.01%	530
2023 Q3	$0	Sell	6 -12	-67%	-$638	﹤0.01%	524
2023 Q2	$1K	Sell	18 -18	-50%	-$991	﹤0.01%	850
2023 Q1	$2K	Buy	36 +18	+100%	+$958	﹤0.01%	301
2022 Q4	$1K	Buy	+18	New	+$913	﹤0.01%	484

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

VitalStone Financial's IHI Position: Q3 2024 in Review

VitalStone Financial held its iShares US Medical Devices ETF (IHI) position steady in Q3 2024 at 6 shares worth $355. The position accounts for ﹤0.01% of the portfolio, ranked #451.

VitalStone Financial first reported a position in IHI in Q4 2022 and has held it in 8 quarters since. The position peaked at $2K in Q1 2023. 554 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

VitalStone Financial held 6 shares of iShares US Medical Devices ETF worth $355 as of Q3 2024.
VitalStone Financial left its iShares US Medical Devices ETF share count unchanged in Q3 2024.
iShares US Medical Devices ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #451 holding.
VitalStone Financial first reported a position in iShares US Medical Devices ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's iShares US Medical Devices ETF position peaked at $2K in Q1 2023.
554 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.