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

Jackson Financial 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	$8.97M	Buy	203,520 +12,630	+7%	+$531K	4.63%	9
2019 Q3	$7.87M	Buy	190,890 +159,810	+514%	+$6.54M	4.75%	10
2019 Q2	$1.25M	Buy	+31,080	New	+$1.18M	0.81%	24

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Jackson Financial Management's IHI Position: Q4 2019 in Review

Jackson Financial Management increased its iShares US Medical Devices ETF (IHI) stake by 6.6% in Q4 2019, buying an estimated $531K and bringing the position to 203,520 shares worth $8.97M. The position accounts for 4.63% of the portfolio, ranked #9.

Jackson Financial Management first reported a position in IHI in Q2 2019 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold IHI as of Q4 2019.

Jackson Financial Management held 203,520 shares of iShares US Medical Devices ETF worth $8.97M as of Q4 2019.
Jackson Financial Management bought 12,630 iShares US Medical Devices ETF shares in Q4 2019, an estimated $531K.
iShares US Medical Devices ETF made up 4.63% of Jackson Financial Management's portfolio in Q4 2019, its #9 holding.
Jackson Financial Management first reported a position in iShares US Medical Devices ETF in Q2 2019 and has held it in 3 quarters since.
386 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.