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

Accredited 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
2025 Q3	$6.13K	Buy	237 +135	+132%	+$8.26K	﹤0.01%	303
2025 Q2	$6.39K	Hold	102	–	–	0.01%	300
2025 Q1	$6.14K	Hold	102	–	–	0.01%	283
2024 Q4	$5.95K	Buy	+102	New	+$6.06K	0.01%	285

Other funds holding IHI

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Accredited Wealth Management's IHI Position: Q3 2025 in Review

Accredited Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 132% in Q3 2025, buying an estimated $8.26K and bringing the position to 237 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Accredited Wealth Management first reported a position in IHI in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.39K in Q2 2025. 525 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

Accredited Wealth Management held 237 shares of iShares US Medical Devices ETF worth $6.13K as of Q3 2025.
Accredited Wealth Management bought 135 iShares US Medical Devices ETF shares in Q3 2025, an estimated $8.26K.
iShares US Medical Devices ETF made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #303 holding.
Accredited Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 4 quarters since.
Accredited Wealth Management's iShares US Medical Devices ETF position peaked at $6.39K in Q2 2025.
525 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.