Rowland Carmichael Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Rowland Carmichael Advisors’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 Q4	$968K	Sell	17,748 -1,632	-8%	-$85.3K	0.31%	77
2020 Q3	$968K	Buy	19,380 +390	+2%	+$18.9K	0.38%	71
2020 Q2	$838K	Buy	+18,990	New	+$812K	0.36%	70

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Rowland Carmichael Advisors's IHI Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 8.4% in Q4 2020, selling an estimated $85.3K and leaving 17,748 shares worth $968K. The position accounts for 0.31% of the portfolio, ranked #77.

Rowland Carmichael Advisors first reported a position in IHI in Q2 2020 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold IHI as of Q4 2020.

Rowland Carmichael Advisors held 17,748 shares of iShares US Medical Devices ETF worth $968K as of Q4 2020.
Rowland Carmichael Advisors sold 1,632 iShares US Medical Devices ETF shares in Q4 2020, an estimated $85.3K.
iShares US Medical Devices ETF made up 0.31% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #77 holding.
Rowland Carmichael Advisors first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 3 quarters since.
582 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.