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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bell Rock Capital's IHI Position: Q1 2020 in Review

Bell Rock Capital sold out of iShares US Medical Devices ETF (IHI) in Q1 2020, closing a stake of 630 shares — an estimated $28K sold.

Bell Rock Capital first reported a position in IHI in Q2 2017 and held it in 11 quarters. The position peaked at $28K in Q4 2019. 364 funds tracked by Wall St. Rank hold IHI as of Q1 2020.

Bell Rock Capital reported no remaining iShares US Medical Devices ETF position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 630 iShares US Medical Devices ETF shares in Q1 2020, an estimated $28K.
Bell Rock Capital first reported a position in iShares US Medical Devices ETF in Q2 2017 and held it in 11 quarters.
Bell Rock Capital's iShares US Medical Devices ETF position peaked at $28K in Q4 2019.
364 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.