Squar Milner Financial Services’s iShares US Medical Devices ETF IHI Stock Holding History

Squar Milner Financial Services’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	–	Sell	-11,220	Closed	-$421K	–	442
2020 Q1	$421K	Hold	11,220	–	–	0.25%	84
2019 Q4	$494K	Buy	+11,220	New	+$472K	0.25%	89
2019 Q3	–	Sell	-11,220	Closed	-$450K	–	445
2019 Q2	$450K	Hold	11,220	–	–	0.3%	79
2019 Q1	$432K	Hold	11,220	–	–	0.32%	71
2018 Q4	$374K	Hold	11,220	–	–	0.36%	70
2018 Q3	$425K	Sell	11,220 -2,400	-18%	-$85.3K	0.38%	60
2018 Q2	$455K	Hold	13,620	–	–	0.4%	58
2018 Q1	$420K	Hold	13,620	–	–	0.53%	58
2017 Q4	$439K	Buy	+13,620	New	+$393K	0.53%	58

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

Squar Milner Financial Services's IHI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares US Medical Devices ETF (IHI) in Q2 2020, closing a stake of 11,220 shares — an estimated $421K sold.

Squar Milner Financial Services first reported a position in IHI in Q4 2017 and held it in 9 quarters. The position peaked at $494K in Q4 2019. 468 funds tracked by Wall St. Rank hold IHI as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares US Medical Devices ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 11,220 iShares US Medical Devices ETF shares in Q2 2020, an estimated $421K.
Squar Milner Financial Services first reported a position in iShares US Medical Devices ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's iShares US Medical Devices ETF position peaked at $494K in Q4 2019.
468 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.