WIA
IHI icon

Wetzel Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Wetzel Investment Advisors’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
-96
Closed -$5.63K – 481
2024
Q2 		$5.63K Hold
96
– – ﹤0.01% 563
2024
Q1 		$5.24K Hold
96
– – ﹤0.01% 667
2023
Q4 		$5K Buy
+96
New +$4.69K ﹤0.01% 682

Other funds holding IHI

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $570B AUM 27.57% 1-Year Est. Return

Wetzel Investment Advisors's IHI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2024, closing a stake of 96 shares — an estimated $5.63K sold.

Wetzel Investment Advisors first reported a position in IHI in Q4 2023 and held it in 3 quarters. The position peaked at $5.63K in Q2 2024. 554 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 96 iShares US Medical Devices ETF shares in Q3 2024, an estimated $5.63K.
  • Wetzel Investment Advisors first reported a position in iShares US Medical Devices ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares US Medical Devices ETF position peaked at $5.63K in Q2 2024.
  • 554 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.