Smart Money Group’s iShares US Medical Devices ETF IHI Stock Holding History

Smart Money 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 Q4	–	Sell	-35,046	Closed	-$1.75M	–	72
2020 Q3	$1.75M	Buy	35,046 +870	+3%	+$42.1K	0.75%	47
2020 Q2	$1.51M	Buy	+34,176	New	+$1.46M	0.89%	35

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Smart Money Group's IHI Position: Q4 2020 in Review

Smart Money Group sold out of iShares US Medical Devices ETF (IHI) in Q4 2020, closing a stake of 35,046 shares — an estimated $1.75M sold.

Smart Money Group first reported a position in IHI in Q2 2020 and held it in 2 quarters. The position peaked at $1.75M in Q3 2020. 582 funds tracked by Wall St. Rank hold IHI as of Q4 2020.

Smart Money Group reported no remaining iShares US Medical Devices ETF position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 35,046 iShares US Medical Devices ETF shares in Q4 2020, an estimated $1.75M.
Smart Money Group first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 2 quarters.
Smart Money Group's iShares US Medical Devices ETF position peaked at $1.75M in Q3 2020.
582 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.