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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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return