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Aspen Wealth Strategies’s iShares US Medical Devices ETF IHI Stock Holding History

Aspen Wealth Strategies’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
Q4 		– Sell
-11,664
Closed -$701K – 85
2025
Q3 		$701K Buy
11,664
+41
+0.4% +$2.51K 0.39% 35
2025
Q2 		$728K Buy
11,623
+760
+7% +$45.7K 0.44% 35
2025
Q1 		$654K Buy
+10,863
New +$675K 0.43% 44

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Aspen Wealth Strategies's IHI Position: Q4 2025 in Review

Aspen Wealth Strategies sold out of iShares US Medical Devices ETF (IHI) in Q4 2025, closing a stake of 11,664 shares — an estimated $701K sold.

Aspen Wealth Strategies first reported a position in IHI in Q1 2025 and held it in 3 quarters. The position peaked at $728K in Q2 2025. 555 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

  • Aspen Wealth Strategies reported no remaining iShares US Medical Devices ETF position as of Q4 2025 after selling out during the quarter.
  • Aspen Wealth Strategies sold 11,664 iShares US Medical Devices ETF shares in Q4 2025, an estimated $701K.
  • Aspen Wealth Strategies first reported a position in iShares US Medical Devices ETF in Q1 2025 and held it in 3 quarters.
  • Aspen Wealth Strategies's iShares US Medical Devices ETF position peaked at $728K in Q2 2025.
  • 555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on Aspen Wealth Strategies's 13F filing for Q4 2025, filed 28 Jan 2026.