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

WJ 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
Q3 		– Sell
-5,460
Closed -$240K – 37
2020
Q2 		$240K Buy
+5,460
New +$233K 0.17% 43

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LPL Financial
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CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
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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 $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WJ Wealth Management's IHI Position: Q3 2020 in Review

WJ Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2020, closing a stake of 5,460 shares — an estimated $240K sold.

WJ Wealth Management first reported a position in IHI in Q2 2020 and held it in 1 quarter. The position peaked at $240K in Q2 2020. 489 funds tracked by Wall St. Rank hold IHI as of Q3 2020.

  • WJ Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2020 after selling out during the quarter.
  • WJ Wealth Management sold 5,460 iShares US Medical Devices ETF shares in Q3 2020, an estimated $240K.
  • WJ Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 1 quarter.
  • WJ Wealth Management's iShares US Medical Devices ETF position peaked at $240K in Q2 2020.
  • 489 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2020.

Based on WJ Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.