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

Weaver Consulting 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	-2,310	Closed	-$115K	–	486
2020 Q3	$115K	Hold	2,310	–	–	0.07%	173
2020 Q2	$102K	Sell	2,310 -156	-6%	-$6.67K	0.06%	186
2020 Q1	$93K	Buy	2,466 +138	+6%	+$5.81K	0.06%	168
2019 Q4	$96K	Buy	2,328 +576	+33%	+$24.2K	0.05%	172
2019 Q3	$73K	Hold	1,752	–	–	0.04%	192
2019 Q2	$70K	Sell	1,752 -846	-33%	-$32K	0.04%	185
2019 Q1	$102K	Buy	+2,598	New	+$94.3K	0.03%	321

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

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

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

Weaver Consulting Group's IHI Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares US Medical Devices ETF (IHI) in Q4 2020, closing a stake of 2,310 shares — an estimated $115K sold.

Weaver Consulting Group first reported a position in IHI in Q1 2019 and held it in 7 quarters. The position peaked at $115K in Q3 2020. 582 funds tracked by Wall St. Rank hold IHI as of Q4 2020.

Weaver Consulting Group reported no remaining iShares US Medical Devices ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 2,310 iShares US Medical Devices ETF shares in Q4 2020, an estimated $115K.
Weaver Consulting Group first reported a position in iShares US Medical Devices ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares US Medical Devices ETF position peaked at $115K in Q3 2020.
582 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.