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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-2,178
Closed -$63K 556
2017
Q4
$63K Hold
2,178
﹤0.01% 544
2017
Q3
$61K Hold
2,178
﹤0.01% 545
2017
Q2
$60K Hold
2,178
﹤0.01% 554
2017
Q1
$55K Hold
2,178
﹤0.01% 583
2016
Q4
$48K Hold
2,178
﹤0.01% 613
2016
Q3
$53K Hold
2,178
﹤0.01% 583
2016
Q2
$49K Hold
2,178
﹤0.01% 584
2016
Q1
$44K Hold
2,178
﹤0.01% 591
2015
Q4
$44K Hold
2,178
﹤0.01% 615
2015
Q3
$40K Buy
+2,178
New +$40K ﹤0.01% 623