Financial Gravity Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Financial Gravity Asset 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	$264K	Sell	978 -2,502	-72%	-$105K	0.18%	69
2019 Q3	$143K	Sell	3,480 -5,586	-62%	-$229K	0.12%	158
2019 Q2	$364K	Buy	+9,066	New	+$343K	0.3%	82

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

Financial Gravity Asset Management's IHI Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its iShares US Medical Devices ETF (IHI) stake by 72% in Q4 2019, selling an estimated $105K and leaving 978 shares worth $264K. The position accounts for 0.18% of the portfolio, ranked #69.

Financial Gravity Asset Management first reported a position in IHI in Q2 2019 and has held it in 3 quarters since. The position peaked at $364K in Q2 2019. 386 funds tracked by Wall St. Rank hold IHI as of Q4 2019.

Financial Gravity Asset Management held 978 shares of iShares US Medical Devices ETF worth $264K as of Q4 2019.
Financial Gravity Asset Management sold 2,502 iShares US Medical Devices ETF shares in Q4 2019, an estimated $105K.
iShares US Medical Devices ETF made up 0.18% of Financial Gravity Asset Management's portfolio in Q4 2019, its #69 holding.
Financial Gravity Asset Management first reported a position in iShares US Medical Devices ETF in Q2 2019 and has held it in 3 quarters since.
Financial Gravity Asset Management's iShares US Medical Devices ETF position peaked at $364K in Q2 2019.
386 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.