Pinnacle Advisory Group’s iShares US Medical Devices ETF IHI Stock Holding History

Pinnacle Advisory 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
2021 Q1	$29.6M	Buy	537,990 +102,378	+24%	+$5.68M	1.36%	31
2020 Q4	$23.8M	Buy	435,612 +2,496	+0.6%	+$130K	1.44%	26
2020 Q3	$21.6M	Buy	433,116 +6,402	+2%	+$310K	1.44%	25
2020 Q2	$18.8M	Buy	+426,714	New	+$18.2M	1.31%	27
2015 Q2	–	Sell	-73,938	Closed	-$1.48M	–	123
2015 Q1	$1.48M	Sell	73,938 -27,306	-27%	-$533K	0.13%	42
2014 Q4	$1.91M	Sell	101,244 -1,531,464	-94%	-$27.6M	0.17%	42
2014 Q3	$27M	Buy	1,632,708 +21,210	+1%	+$361K	3.46%	11
2014 Q2	$27.4M	Buy	+1,611,498	New	+$26.4M	3.22%	14
2013 Q4	–	Sell	-70,680	Closed	-$997K	–	99
2013 Q3	$997K	Hold	70,680	–	–	0.12%	40
2013 Q2	$925K	Buy	+70,680	New	+$916K	0.12%	33

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Pinnacle Advisory Group's IHI Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares US Medical Devices ETF (IHI) stake by 24% in Q1 2021, buying an estimated $5.68M and bringing the position to 537,990 shares worth $29.6M. The position accounts for 1.36% of the portfolio, ranked #31.

Pinnacle Advisory Group first reported a position in IHI in Q2 2013 and has held it in 10 quarters since. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

Pinnacle Advisory Group held 537,990 shares of iShares US Medical Devices ETF worth $29.6M as of Q1 2021.
Pinnacle Advisory Group bought 102,378 iShares US Medical Devices ETF shares in Q1 2021, an estimated $5.68M.
iShares US Medical Devices ETF made up 1.36% of Pinnacle Advisory Group's portfolio in Q1 2021, its #31 holding.
Pinnacle Advisory Group first reported a position in iShares US Medical Devices ETF in Q2 2013 and has held it in 10 quarters since.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.