Asset Planning Services (Pennsylvania)’s iShares US Medical Devices ETF IHI Stock Holding History

Asset Planning Services (Pennsylvania)’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	–	Sell	-390	Closed	-$16K	–	160
2019 Q3	$16K	Hold	390	–	–	0.01%	177
2019 Q2	$16K	Hold	390	–	–	0.01%	177
2019 Q1	$15K	Hold	390	–	–	0.01%	177
2018 Q4	$13K	Hold	390	–	–	0.01%	184
2018 Q3	$14K	Hold	390	–	–	0.01%	182
2018 Q2	$13K	Hold	390	–	–	0.01%	185
2018 Q1	$12K	Hold	390	–	–	0.01%	193
2017 Q4	$11K	Hold	390	–	–	0.01%	204
2017 Q3	$11K	Hold	390	–	–	0.01%	223
2017 Q2	$11K	Hold	390	–	–	0.01%	216
2017 Q1	$10K	Buy	+390	New	+$9.46K	0.01%	220

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

Asset Planning Services (Pennsylvania)'s IHI Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares US Medical Devices ETF (IHI) in Q4 2019, closing a stake of 390 shares — an estimated $16K sold.

Asset Planning Services (Pennsylvania) first reported a position in IHI in Q1 2017 and held it in 11 quarters. The position peaked at $16K in Q3 2019. 386 funds tracked by Wall St. Rank hold IHI as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares US Medical Devices ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 390 iShares US Medical Devices ETF shares in Q4 2019, an estimated $16K.
Asset Planning Services (Pennsylvania) first reported a position in iShares US Medical Devices ETF in Q1 2017 and held it in 11 quarters.
Asset Planning Services (Pennsylvania)'s iShares US Medical Devices ETF position peaked at $16K in Q3 2019.
386 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.