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

Elmwood 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
2019 Q4	–	Sell	-54	Closed	-$2K	–	162
2019 Q3	$2K	Sell	54 -90	-63%	-$3.69K	﹤0.01%	245
2019 Q2	$6K	Hold	144	–	–	0.01%	221
2019 Q1	$6K	Hold	144	–	–	0.01%	210
2018 Q4	$5K	Buy	+144	New	+$4.99K	﹤0.01%	225

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Elmwood Wealth Management's IHI Position: Q4 2019 in Review

Elmwood Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2019, closing a stake of 54 shares — an estimated $2K sold.

Elmwood Wealth Management first reported a position in IHI in Q4 2018 and held it in 4 quarters. The position peaked at $6K in Q2 2019. 386 funds tracked by Wall St. Rank hold IHI as of Q4 2019.

Elmwood Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2019 after selling out during the quarter.
Elmwood Wealth Management sold 54 iShares US Medical Devices ETF shares in Q4 2019, an estimated $2K.
Elmwood Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2018 and held it in 4 quarters.
Elmwood Wealth Management's iShares US Medical Devices ETF position peaked at $6K in Q2 2019.
386 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.