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

Lenox 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
2020 Q2	$53K	Buy	+1,218	New	+$52.1K	0.02%	246

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Management's IHI Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2020: 1,218 shares worth $53K. The stake represents 0.02% of the portfolio and ranks #246 among its holdings.

468 funds tracked by Wall St. Rank hold IHI as of Q2 2020.

Lenox Wealth Management held 1,218 shares of iShares US Medical Devices ETF worth $53K as of Q2 2020.
iShares US Medical Devices ETF was a new Lenox Wealth Management position in Q2 2020.
iShares US Medical Devices ETF made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #246 holding.
468 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.