WWM
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Willingdon Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Willingdon Wealth Management’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
Q1 		$1K Hold
24
– – ﹤0.01% 278
2019
Q4 		$1K Hold
24
– – ﹤0.01% 352
2019
Q3 		$1K Hold
24
– – ﹤0.01% 422
2019
Q2 		$1K Sell
24
-11,436
-100% -$433K ﹤0.01% 295
2019
Q1 		$442K Sell
11,460
-30
-0.3% -$1.09K 0.11% 109
2018
Q4 		$383K Buy
11,490
+210
+2% +$7.27K 0.11% 116
2018
Q3 		$428K Buy
11,280
+462
+4% +$16.4K 0.12% 107
2018
Q2 		$362K Buy
10,818
+414
+4% +$13.5K 0.11% 114
2018
Q1 		$321K Buy
10,404
+792
+8% +$24.4K 0.1% 118
2017
Q4 		$278K Buy
+9,612
New +$277K 0.09% 111

Other funds holding IHI

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return