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iShares Dow Jones US Medical Dev. shares owned by Modern Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Medical Dev. (IHI) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in iShares Dow Jones US Medical Dev.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Medical Dev. held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Medical Dev. by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $878k 15k 59.22
2024-03-31 $837k 15k 55.83

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding iShares Dow Jones US Medical Dev.

Citigroup
Morgan Stanley
Bank of America Corporation
LPL Financial
Fisher Investments
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
International Assets Investment Management
Goldman Sachs Group
Raymond James & Associates
Commonwealth Equity Services
RiverFront Investment Group
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones US Medical Dev.