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LifePlan Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

LifePlan Financial Group’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
Q3 		$1.89M Buy
37,920
+684
+2% +$33.1K 0.82% 39
2020
Q2 		$1.64M Buy
+37,236
New +$1.59M 0.75% 40

Other funds holding IHI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LifePlan Financial Group's IHI Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares US Medical Devices ETF (IHI) stake by 1.8% in Q3 2020, buying an estimated $33.1K and bringing the position to 37,920 shares worth $1.89M. The position accounts for 0.82% of the portfolio, ranked #39.

LifePlan Financial Group first reported a position in IHI in Q2 2020 and has held it in 2 quarters since. 489 funds tracked by Wall St. Rank hold IHI as of Q3 2020.

  • LifePlan Financial Group held 37,920 shares of iShares US Medical Devices ETF worth $1.89M as of Q3 2020.
  • LifePlan Financial Group bought 684 iShares US Medical Devices ETF shares in Q3 2020, an estimated $33.1K.
  • iShares US Medical Devices ETF made up 0.82% of LifePlan Financial Group's portfolio in Q3 2020, its #39 holding.
  • LifePlan Financial Group first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 2 quarters since.
  • 489 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.