Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s iShares US Medical Devices ETF IHI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-942
Closed -$36K – 1186
2019
Q1 		$36K Buy
+942
New +$34.2K ﹤0.01% 1036
2018
Q1 		– Sell
-66
Closed -$2K – 2562
2017
Q4 		$2K Buy
+66
New +$1.9K ﹤0.01% 2132

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IHI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares US Medical Devices ETF (IHI) in Q2 2019, closing a stake of 942 shares — an estimated $36K sold.

Wealthspire Advisors (Maryland) first reported a position in IHI in Q4 2017 and held it in 2 quarters. The position peaked at $36K in Q1 2019. 296 funds tracked by Wall St. Rank hold IHI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares US Medical Devices ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 942 iShares US Medical Devices ETF shares in Q2 2019, an estimated $36K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares US Medical Devices ETF in Q4 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s iShares US Medical Devices ETF position peaked at $36K in Q1 2019.
  • 296 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.