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

Swarthmore 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	-147,150	Closed	-$7.35M	–	36
2020 Q3	$7.35M	Hold	147,150	–	–	2.31%	21
2020 Q2	$6.49M	Buy	147,150 +134,100	+1,028%	+$5.73M	2.21%	21
2020 Q1	$490K	Sell	13,050 -142,500	-92%	-$6M	2.6%	19
2019 Q4	$6.85M	Sell	155,550 -6,600	-4%	-$277K	1.59%	27
2019 Q3	$6.68M	Sell	162,150 -26,100	-14%	-$1.07M	1.65%	23
2019 Q2	$7.55M	Buy	188,250 +169,950	+929%	+$6.43M	1.86%	19
2019 Q1	$706K	Buy	+18,300	New	+$664K	3.03%	17

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 $20.6B AUM 59.59% 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 $58.2B AUM 22.78% 1-Year Est. Return

Swarthmore Group's IHI Position: Q4 2020 in Review

Swarthmore Group sold out of iShares US Medical Devices ETF (IHI) in Q4 2020, closing a stake of 147,150 shares — an estimated $7.35M sold.

Swarthmore Group first reported a position in IHI in Q1 2019 and held it in 7 quarters. The position peaked at $7.55M in Q2 2019. 582 funds tracked by Wall St. Rank hold IHI as of Q4 2020.

Swarthmore Group reported no remaining iShares US Medical Devices ETF position as of Q4 2020 after selling out during the quarter.
Swarthmore Group sold 147,150 iShares US Medical Devices ETF shares in Q4 2020, an estimated $7.35M.
Swarthmore Group first reported a position in iShares US Medical Devices ETF in Q1 2019 and held it in 7 quarters.
Swarthmore Group's iShares US Medical Devices ETF position peaked at $7.55M in Q2 2019.
582 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2020.

Based on Swarthmore Group's 13F filing for Q4 2020, filed 8 Feb 2021.