NWS
IHI icon

Newport Wealth Strategies’s iShares US Medical Devices ETF IHI Stock Holding History

Newport Wealth Strategies’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
Q1 		– Sell
-9,090
Closed -$402K – 93
2019
Q4 		$402K Buy
+9,090
New +$382K 0.29% 63

Other funds holding IHI

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Newport Wealth Strategies's IHI Position: Q1 2020 in Review

Newport Wealth Strategies sold out of iShares US Medical Devices ETF (IHI) in Q1 2020, closing a stake of 9,090 shares — an estimated $402K sold.

Newport Wealth Strategies first reported a position in IHI in Q4 2019 and held it in 1 quarter. The position peaked at $402K in Q4 2019. 364 funds tracked by Wall St. Rank hold IHI as of Q1 2020.

  • Newport Wealth Strategies reported no remaining iShares US Medical Devices ETF position as of Q1 2020 after selling out during the quarter.
  • Newport Wealth Strategies sold 9,090 iShares US Medical Devices ETF shares in Q1 2020, an estimated $402K.
  • Newport Wealth Strategies first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 1 quarter.
  • Newport Wealth Strategies's iShares US Medical Devices ETF position peaked at $402K in Q4 2019.
  • 364 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2020.

Based on Newport Wealth Strategies's 13F filing for Q1 2020, filed 16 Apr 2020.