Number of Shares
143,860.00
Current Holdings Value*
$8.66 Mil
% of Portfolio
3.93%
Total Estimate Gain
$9.48 Mil
% of Total Estimate Gain
45.36%

CUMBERLAND ADVISORS INC's iShares U.S. Medical Devices ETF Holding Summary

As of 2025-03-31, CUMBERLAND ADVISORS INC held 143,860.00 shares of iShares U.S. Medical Devices ETF(IHI), totaling $8.66 Mil. This investment constitutes 3.93% of their stock portfolio, and CUMBERLAND ADVISORS INC now holds 0.19% of the outstanding iShares U.S. Medical Devices ETF(IHI) stock.

The initial trade took place in 2015Q4. And since then CUMBERLAND ADVISORS INC has made 9 purchases of IHI, at an average price of $34.64, for a total of 603,185.00 shares. In addition, there have been 20 sales at an average price of $46.96 for 459,325.00 shares. Based on historical transaction data and IHI's current price of $61.20, CUMBERLAND ADVISORS INC's estimated gain on his IHI holdings is $9.48 Mil, reflecting a 45.36% gain to date.

CUMBERLAND ADVISORS INC IHI ($61.20) Holding Chart

CUMBERLAND ADVISORS INC IHI ($61.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1