Private Vista’s iShares US Medical Devices ETF IHI Stock Holding History

Private Vista’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	$235K	Hold	5,316	–	–	0.11%	98
2020 Q1	$200K	Hold	5,316	–	–	0.08%	131
2019 Q4	$234K	Hold	5,316	–	–	0.06%	127
2019 Q3	$219K	Hold	5,316	–	–	0.06%	137
2019 Q2	$213K	Hold	5,316	–	–	0.05%	145
2019 Q1	$205K	Buy	+5,316	New	+$193K	0.05%	147
2018 Q4	–	Sell	-5,316	Closed	-$202K	–	155
2018 Q3	$202K	Buy	+5,316	New	+$189K	0.04%	144

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

Private Vista's IHI Position: Q2 2020 in Review

Private Vista held its iShares US Medical Devices ETF (IHI) position steady in Q2 2020 at 5,316 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #98.

Private Vista first reported a position in IHI in Q3 2018 and has held it in 7 quarters since. 468 funds tracked by Wall St. Rank hold IHI as of Q2 2020.

Private Vista held 5,316 shares of iShares US Medical Devices ETF worth $235K as of Q2 2020.
Private Vista left its iShares US Medical Devices ETF share count unchanged in Q2 2020.
iShares US Medical Devices ETF made up 0.11% of Private Vista's portfolio in Q2 2020, its #98 holding.
Private Vista first reported a position in iShares US Medical Devices ETF in Q3 2018 and has held it in 7 quarters since.
468 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.