WR Wealth Planners’s iShares US Medical Devices ETF IHI Stock Holding History

WR Wealth Planners’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	$201K	Sell	3,440 -1,657	-33%	-$98.5K	0.06%	154
2024 Q3	$302K	Sell	5,097 -114	-2%	-$6.51K	0.08%	143
2024 Q2	$292K	Hold	5,211	–	–	0.09%	132
2024 Q1	$305K	Sell	5,211 -663	-11%	-$37.4K	0.09%	134
2023 Q4	$317K	Sell	5,874 -1,364	-19%	-$66.6K	0.12%	139
2023 Q3	$351K	Sell	7,238 -34	-0.5%	-$1.81K	0.13%	124
2023 Q2	$411K	Sell	7,272 -894	-11%	-$49.2K	0.16%	107
2023 Q1	$441K	Sell	8,166 -165	-2%	-$8.78K	0.19%	90
2022 Q4	$438K	Sell	8,331 -851	-9%	-$43.2K	0.27%	65
2022 Q3	$433K	Sell	9,182 -1,218	-12%	-$63.2K	0.3%	57
2022 Q2	$525K	Sell	10,400 -1,196	-10%	-$65.2K	0.35%	50
2022 Q1	$707K	Buy	+11,596	New	+$691K	0.42%	44

Other funds holding IHI

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's IHI Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares US Medical Devices ETF (IHI) stake by 33% in Q4 2024, selling an estimated $98.5K and leaving 3,440 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #154.

WR Wealth Planners first reported a position in IHI in Q1 2022 and has held it in 12 quarters since. The position peaked at $707K in Q1 2022. 564 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

WR Wealth Planners held 3,440 shares of iShares US Medical Devices ETF worth $201K as of Q4 2024.
WR Wealth Planners sold 1,657 iShares US Medical Devices ETF shares in Q4 2024, an estimated $98.5K.
iShares US Medical Devices ETF made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #154 holding.
WR Wealth Planners first reported a position in iShares US Medical Devices ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares US Medical Devices ETF position peaked at $707K in Q1 2022.
564 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.