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

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

Historical chart of Mascoma 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 Mascoma 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 Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $745k 13k 58.59
2023-12-31 $837k 16k 53.97
2023-09-30 $879k 18k 48.50
2023-06-30 $973k 18k 53.43
2023-03-31 $1.3M 24k 56.77
2022-12-31 $2.4M 50k 47.18
2022-09-30 $2.4M 50k 47.18
2022-06-30 $2.5M 50k 50.43
2022-03-31 $3.3M 54k 60.97
2021-12-31 $3.6M 55k 65.84
2021-09-30 $3.8M 60k 62.78
2021-06-30 $3.1M 8.5k 361.09
2021-03-31 $2.4M 7.3k 330.38
2020-12-31 $5.5M 17k 327.31
2019-09-30 $782k 3.2k 247.16
2019-06-30 $772k 3.2k 240.57
2019-03-31 $780k 3.4k 231.59
2018-12-31 $592k 3.0k 199.80
2018-09-30 $684k 3.0k 227.62
2018-06-30 $282k 1.4k 200.57
2018-03-31 $163k 881 185.02
2017-12-31 $74k 393 188.30
2017-09-30 $84k 505 166.34
2017-06-30 $33k 200 165.00

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)

View all positions for Mascoma Wealth Management

Top funds holding iShares Dow Jones US Medical Dev.

Citigroup
Morgan Stanley
Bank of America Corporation
LPL Financial
Fisher Investments
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Goldman Sachs Group
Jpmorgan Chase & Co
J Arnold Wealth Management
Citadel Advisors
Ameriprise Financial
Advisor Group Holdings

View all funds holding iShares Dow Jones US Medical Dev.