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Acorn Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Acorn Wealth Advisors’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
Q2 		– Sell
-3,353
Closed -$202K – 256
2025
Q1 		$202K Sell
3,353
-120
-3% -$7.45K 0.08% 226
2024
Q4 		$203K Sell
3,473
-274
-7% -$16.3K 0.08% 229
2024
Q3 		$222K Sell
3,747
-392
-9% -$22.4K 0.1% 207
2024
Q2 		$232K Sell
4,139
-172
-4% -$9.63K 0.11% 180
2024
Q1 		$253K Sell
4,311
-153
-3% -$8.64K 0.13% 165
2023
Q4 		$241K Sell
4,464
-510
-10% -$24.9K 0.14% 161
2023
Q3 		$241K Sell
4,974
-303
-6% -$16.1K 0.16% 148
2023
Q2 		$298K Sell
5,277
-574
-10% -$31.6K 0.2% 119
2023
Q1 		$316K Sell
5,851
-210
-3% -$11.2K 0.23% 103
2022
Q4 		$319K Sell
6,061
-160
-3% -$8.12K 0.24% 96
2022
Q3 		$294K Sell
6,221
-99
-2% -$5.14K 0.24% 102
2022
Q2 		$319K Buy
6,320
+335
+6% +$18.3K 0.25% 107
2022
Q1 		$365K Buy
5,985
+201
+3% +$12K 0.25% 105
2021
Q4 		$381K Sell
5,784
-337
-6% -$21.6K 0.24% 101
2021
Q3 		$384K Sell
6,121
-659
-10% -$42K 0.27% 95
2021
Q2 		$408K Buy
6,780
+132
+2% +$7.63K 0.28% 84
2021
Q1 		$366K Sell
6,648
-216
-3% -$12K 0.26% 94
2020
Q4 		$374K Sell
6,864
-1,074
-14% -$56.1K 0.29% 82
2020
Q3 		$396K Buy
7,938
+186
+2% +$9.01K 0.35% 61
2020
Q2 		$342K Buy
7,752
+894
+13% +$38.2K 0.32% 65
2020
Q1 		$262K Sell
6,858
-456
-6% -$19.2K 0.29% 72
2019
Q4 		$325K Sell
7,314
-618
-8% -$26K 0.27% 81
2019
Q3 		$332K Sell
7,932
-30
-0.4% -$1.23K 0.29% 75
2019
Q2 		$328K Sell
7,962
-720
-8% -$27.3K 0.3% 67
2019
Q1 		$329K Sell
8,682
-114
-1% -$4.14K 0.3% 68
2018
Q4 		$296K Sell
8,796
-144
-2% -$4.99K 0.3% 66
2018
Q3 		$310K Sell
8,940
-1,212
-12% -$43.1K 0.31% 74
2018
Q2 		$340K Sell
10,152
-162
-2% -$5.28K 0.29% 61
2018
Q1 		$328K Sell
10,314
-456
-4% -$14K 0.28% 61
2017
Q4 		$323K Buy
+10,770
New +$311K 0.29% 64

Other funds holding IHI

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Acorn Wealth Advisors's IHI Position: Q2 2025 in Review

Acorn Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 3,353 shares — an estimated $202K sold.

Acorn Wealth Advisors first reported a position in IHI in Q4 2017 and held it in 30 quarters. The position peaked at $408K in Q2 2021. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

  • Acorn Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 3,353 iShares US Medical Devices ETF shares in Q2 2025, an estimated $202K.
  • Acorn Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2017 and held it in 30 quarters.
  • Acorn Wealth Advisors's iShares US Medical Devices ETF position peaked at $408K in Q2 2021.
  • 547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Acorn Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.