Atlas Capital Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Atlas Capital 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 Q1	–	Sell	-1,072	Closed	-$62.6K	–	999
2024 Q4	$62.6K	Hold	1,072	–	–	0.01%	569
2024 Q3	$63.5K	Hold	1,072	–	–	0.01%	548
2024 Q2	$60.1K	Hold	1,072	–	–	0.01%	563
2024 Q1	$62.8K	Hold	1,072	–	–	0.01%	541
2023 Q4	$57.9K	Hold	1,072	–	–	0.01%	568
2023 Q3	$52K	Sell	1,072 -128	-11%	-$6.81K	0.01%	535
2023 Q2	$67.8K	Hold	1,200	–	–	0.01%	534
2023 Q1	$64.8K	Hold	1,200	–	–	0.01%	527
2022 Q4	$63.1K	Hold	1,200	–	–	0.01%	507
2022 Q3	$56.6K	Hold	1,200	–	–	0.01%	516
2022 Q2	$60.5K	Buy	+1,200	New	+$65.4K	0.01%	530

Other funds holding IHI

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Capital Advisors's IHI Position: Q1 2025 in Review

Atlas Capital Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 1,072 shares — an estimated $62.6K sold.

Atlas Capital Advisors first reported a position in IHI in Q2 2022 and held it in 11 quarters. The position peaked at $67.8K in Q2 2023. 560 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

Atlas Capital Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
Atlas Capital Advisors sold 1,072 iShares US Medical Devices ETF shares in Q1 2025, an estimated $62.6K.
Atlas Capital Advisors first reported a position in iShares US Medical Devices ETF in Q2 2022 and held it in 11 quarters.
Atlas Capital Advisors's iShares US Medical Devices ETF position peaked at $67.8K in Q2 2023.
560 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Atlas Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.