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

Focused 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	-324	Closed	-$13K	–	743
2019 Q3	$13K	Buy	+324	New	+$13.3K	﹤0.01%	445
2019 Q2	–	Sell	-120	Closed	-$5K	–	765
2019 Q1	$5K	Hold	120	–	–	﹤0.01%	549
2018 Q4	$4K	Hold	120	–	–	﹤0.01%	562
2018 Q3	$5K	Buy	+120	New	+$4.26K	﹤0.01%	519

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

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

Focused Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2019, closing a stake of 324 shares — an estimated $13K sold.

Focused Wealth Management first reported a position in IHI in Q3 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2019. 386 funds tracked by Wall St. Rank hold IHI as of Q4 2019.

Focused Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2019 after selling out during the quarter.
Focused Wealth Management sold 324 iShares US Medical Devices ETF shares in Q4 2019, an estimated $13K.
Focused Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2018 and held it in 4 quarters.
Focused Wealth Management's iShares US Medical Devices ETF position peaked at $13K in Q3 2019.
386 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2019.

Based on Focused Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.