Number of Shares
117,584.00
Current Holdings Value*
$7.37 Mil
% of Portfolio
1.87%
Total Estimate Gain
$-245,374.73
% of Total Estimate Gain
-3.30%

Wealth Advisory Solutions, LLC's iShares U.S. Medical Devices ETF Holding Summary

As of 2025-06-30, Wealth Advisory Solutions, LLC held 117,584.00 shares of iShares U.S. Medical Devices ETF(IHI), totaling $7.37 Mil. This investment constitutes 1.87% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0.16% of the outstanding iShares U.S. Medical Devices ETF(IHI) stock.

The initial trade took place in 2025Q1. And since then Wealth Advisory Solutions, LLC has made 1 purchases of IHI, at an average price of $62.11, for a total of 119,737.00 shares. In addition, there have been 1 sales at an average price of $60.10 for 2,153.00 shares. Based on historical transaction data and IHI's current price of $60.06, Wealth Advisory Solutions, LLC's estimated gain on his IHI holdings is $-245,374.73, reflecting a -3.30% gain to date.

Wealth Advisory Solutions, LLC IHI ($60.06) Holding Chart

Wealth Advisory Solutions, LLC IHI ($60.06) 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 %

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