Independent Portfolio Consultants’s iShares US Medical Devices ETF IHI Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$57K	Hold	2,070	–	–	0.02%	500
2017 Q1	$52K	Sell	2,070 -1,140	-36%	-$27.6K	0.02%	551
2016 Q4	$71K	Hold	3,210	–	–	0.02%	496
2016 Q3	$78K	Hold	3,210	–	–	0.02%	477
2016 Q2	$73K	Hold	3,210	–	–	0.02%	497
2016 Q1	$66K	Hold	3,210	–	–	0.02%	533
2015 Q4	$66K	Buy	+3,210	New	+$64.2K	0.02%	537

Other funds holding IHI

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Independent Portfolio Consultants's IHI Position: Q2 2017 in Review

Independent Portfolio Consultants held its iShares US Medical Devices ETF (IHI) position steady in Q2 2017 at 2,070 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #500.

Independent Portfolio Consultants first reported a position in IHI in Q4 2015 and has held it in 7 quarters since. The position peaked at $78K in Q3 2016. 160 funds tracked by Wall St. Rank hold IHI as of Q2 2017.

Independent Portfolio Consultants held 2,070 shares of iShares US Medical Devices ETF worth $57K as of Q2 2017.
Independent Portfolio Consultants left its iShares US Medical Devices ETF share count unchanged in Q2 2017.
iShares US Medical Devices ETF made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #500 holding.
Independent Portfolio Consultants first reported a position in iShares US Medical Devices ETF in Q4 2015 and has held it in 7 quarters since.
Independent Portfolio Consultants's iShares US Medical Devices ETF position peaked at $78K in Q3 2016.
160 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.