BerganKDV Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

BerganKDV Wealth Management’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 Q3	–	Sell	-1,182	Closed	-$52K	–	956
2020 Q2	$52K	Hold	1,182	–	–	0.01%	349
2020 Q1	$44K	Buy	1,182 +708	+149%	+$29.8K	0.01%	333
2019 Q4	$21K	Hold	474	–	–	﹤0.01%	440
2019 Q3	$20K	Sell	474 -54	-10%	-$2.21K	﹤0.01%	428
2019 Q2	$21K	Hold	528	–	–	﹤0.01%	420
2019 Q1	$20K	Sell	528 -210	-28%	-$7.62K	﹤0.01%	434
2018 Q4	$25K	Buy	738 +36	+5%	+$1.25K	0.01%	371
2018 Q3	$27K	Sell	702 -60	-8%	-$2.13K	0.01%	385
2018 Q2	$25K	Buy	+762	New	+$24.8K	0.01%	404

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HIIFS

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

BerganKDV Wealth Management's IHI Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2020, closing a stake of 1,182 shares — an estimated $52K sold.

BerganKDV Wealth Management first reported a position in IHI in Q2 2018 and held it in 9 quarters. The position peaked at $52K in Q2 2020. 488 funds tracked by Wall St. Rank hold IHI as of Q3 2020.

BerganKDV Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 1,182 iShares US Medical Devices ETF shares in Q3 2020, an estimated $52K.
BerganKDV Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2018 and held it in 9 quarters.
BerganKDV Wealth Management's iShares US Medical Devices ETF position peaked at $52K in Q2 2020.
488 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.