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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return