Clarus Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Clarus Wealth Advisors’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 Q4	–	Sell	-6,792	Closed	-$339K	–	141
2020 Q3	$339K	Buy	6,792 +1,326	+24%	+$64.2K	0.26%	84
2020 Q2	$245K	Buy	+5,466	New	+$234K	0.21%	102
2019 Q3	–	Sell	-4,650	Closed	-$187K	–	337
2019 Q2	$187K	Buy	4,650 +54	+1%	+$2.04K	0.14%	121
2019 Q1	$177K	Buy	+4,596	New	+$167K	0.13%	119

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Clarus Wealth Advisors's IHI Position: Q4 2020 in Review

Clarus Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2020, closing a stake of 6,792 shares — an estimated $339K sold.

Clarus Wealth Advisors first reported a position in IHI in Q1 2019 and held it in 4 quarters. The position peaked at $339K in Q3 2020. 582 funds tracked by Wall St. Rank hold IHI as of Q4 2020.

Clarus Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 6,792 iShares US Medical Devices ETF shares in Q4 2020, an estimated $339K.
Clarus Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q1 2019 and held it in 4 quarters.
Clarus Wealth Advisors's iShares US Medical Devices ETF position peaked at $339K in Q3 2020.
582 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2020.

Based on Clarus Wealth Advisors's 13F filing for Q4 2020, filed 12 Jan 2021.