Transform Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

Transform Wealth’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 Q3	–	Sell	-17,952	Closed	-$792K	–	223
2020 Q2	$792K	Buy	+17,952	New	+$767K	0.14%	109
2019 Q4	–	Sell	-28,416	Closed	-$1.17M	–	229
2019 Q3	$1.17M	Buy	+28,416	New	+$1.16M	0.21%	111

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Transform Wealth's IHI Position: Q3 2020 in Review

Transform Wealth sold out of iShares US Medical Devices ETF (IHI) in Q3 2020, closing a stake of 17,952 shares — an estimated $792K sold.

Transform Wealth first reported a position in IHI in Q3 2019 and held it in 2 quarters. The position peaked at $1.17M in Q3 2019. 488 funds tracked by Wall St. Rank hold IHI as of Q3 2020.

Transform Wealth reported no remaining iShares US Medical Devices ETF position as of Q3 2020 after selling out during the quarter.
Transform Wealth sold 17,952 iShares US Medical Devices ETF shares in Q3 2020, an estimated $792K.
Transform Wealth first reported a position in iShares US Medical Devices ETF in Q3 2019 and held it in 2 quarters.
Transform Wealth's iShares US Medical Devices ETF position peaked at $1.17M in Q3 2019.
488 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2020.

Based on Transform Wealth's 13F filing for Q3 2020, filed 21 Oct 2020.