Bell Rock Capital’s iShares US Medical Devices ETF IHI Stock Holding History

Bell Rock Capital’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
2020 Q1	–	Sell	-630	Closed	-$28K	–	169
2019 Q4	$28K	Hold	630	–	–	0.02%	257
2019 Q3	$25K	Hold	630	–	–	0.02%	248
2019 Q2	$25K	Hold	630	–	–	0.02%	250
2019 Q1	$24K	Hold	630	–	–	0.01%	284
2018 Q4	$21K	Hold	630	–	–	0.01%	297
2018 Q3	$24K	Hold	630	–	–	0.01%	299
2018 Q2	$21K	Buy	630 +330	+110%	+$10.8K	0.01%	326
2018 Q1	$9K	Hold	300	–	–	﹤0.01%	377
2017 Q4	$9K	Hold	300	–	–	﹤0.01%	363
2017 Q3	$8K	Hold	300	–	–	﹤0.01%	350
2017 Q2	$8K	Buy	+300	New	+$7.94K	﹤0.01%	351

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

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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

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

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

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return