Winslow Evans & Crocker’s iShares US Medical Devices ETF IHI Stock Holding History

Winslow Evans & Crocker’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	$530K	Buy	9,702 +1,590	+20%	+$83.1K	0.1%	195
2020 Q3	$405K	Buy	8,112 +240	+3%	+$11.6K	0.1%	194
2020 Q2	$347K	Buy	7,872 +72	+0.9%	+$3.08K	0.09%	205
2020 Q1	$294K	Buy	7,800 +600	+8%	+$25.3K	0.1%	194
2019 Q4	$318K	Hold	7,200	–	–	0.08%	233
2019 Q3	$298K	Buy	+7,200	New	+$295K	0.08%	240
2016 Q4	–	Sell	-9,960	Closed	-$241K	–	1277
2016 Q3	$241K	Buy	+9,960	New	+$237K	0.07%	271

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BlackRock New York $5.72T 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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Winslow Evans & Crocker's IHI Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares US Medical Devices ETF (IHI) stake by 20% in Q4 2020, buying an estimated $83.1K and bringing the position to 9,702 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #195.

Winslow Evans & Crocker first reported a position in IHI in Q3 2016 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold IHI as of Q4 2020.

Winslow Evans & Crocker held 9,702 shares of iShares US Medical Devices ETF worth $530K as of Q4 2020.
Winslow Evans & Crocker bought 1,590 iShares US Medical Devices ETF shares in Q4 2020, an estimated $83.1K.
iShares US Medical Devices ETF made up 0.1% of Winslow Evans & Crocker's portfolio in Q4 2020, its #195 holding.
Winslow Evans & Crocker first reported a position in iShares US Medical Devices ETF in Q3 2016 and has held it in 7 quarters since.
582 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.