Advisor Group’s iShares US Medical Devices ETF IHI Stock Holding History

Advisor Group’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
2019 Q4	$9.74M	Buy	221,016 +1,338	+0.6%	+$56.2K	0.07%	243
2019 Q3	$9.05M	Sell	219,678 -47,130	-18%	-$1.93M	0.07%	246
2019 Q2	$10.7M	Buy	266,808 +32,274	+14%	+$1.22M	0.08%	212
2019 Q1	$9.05M	Buy	234,534 +57,510	+32%	+$2.09M	0.07%	226
2018 Q4	$5.9M	Buy	177,024 +3,396	+2%	+$118K	0.06%	281
2018 Q3	$6.58M	Buy	173,628 +42,078	+32%	+$1.5M	0.07%	245
2018 Q2	$4.4M	Buy	131,550 +21,972	+20%	+$716K	0.06%	282
2018 Q1	$3.38M	Buy	109,578 +19,770	+22%	+$609K	0.05%	364
2017 Q4	$2.6M	Buy	89,808 +4,818	+6%	+$139K	0.03%	468
2017 Q3	$2.37M	Buy	84,990 +6,852	+9%	+$190K	0.04%	453
2017 Q2	$2.17M	Buy	78,138 +16,434	+27%	+$435K	0.04%	455
2017 Q1	$1.56M	Sell	61,704 -708	-1%	-$17.2K	0.03%	532
2016 Q4	$1.39M	Buy	62,412 +6,102	+11%	+$139K	0.03%	535
2016 Q3	$1.37M	Buy	56,310 +8,508	+18%	+$202K	0.03%	529
2016 Q2	$1.08M	Buy	+47,802	New	+$1.04M	0.03%	589

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Advisor Group's IHI Position: Q4 2019 in Review

Advisor Group increased its iShares US Medical Devices ETF (IHI) stake by 0.61% in Q4 2019, buying an estimated $56.2K and bringing the position to 221,016 shares worth $9.74M. The position accounts for 0.07% of the portfolio, ranked #243.

Advisor Group first reported a position in IHI in Q2 2016 and has held it in 15 quarters since. The position peaked at $10.7M in Q2 2019. 386 funds tracked by Wall St. Rank hold IHI as of Q4 2019.

Advisor Group held 221,016 shares of iShares US Medical Devices ETF worth $9.74M as of Q4 2019.
Advisor Group bought 1,338 iShares US Medical Devices ETF shares in Q4 2019, an estimated $56.2K.
iShares US Medical Devices ETF made up 0.07% of Advisor Group's portfolio in Q4 2019, its #243 holding.
Advisor Group first reported a position in iShares US Medical Devices ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares US Medical Devices ETF position peaked at $10.7M in Q2 2019.
386 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.