Atria Wealth Solutions’s iShares US Medical Devices ETF IHI Stock Holding History

Atria Wealth Solutions’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	$1.44M	Sell	23,105 -28,988	-56%	-$1.74M	0.03%	512
2025 Q1	$3.14M	Buy	52,093 +9,261	+22%	+$575K	0.04%	482
2024 Q4	$2.5M	Sell	42,832 -16,883	-28%	-$1M	0.03%	560
2024 Q3	$3.54M	Sell	59,715 -1,305	-2%	-$74.5K	0.04%	436
2024 Q2	$3.42M	Sell	61,020 -23,709	-28%	-$1.33M	0.04%	443
2024 Q1	$4.96M	Sell	84,729 -7,611	-8%	-$430K	0.06%	343
2023 Q4	$4.98M	Buy	92,340 +969	+1%	+$47.3K	0.06%	311
2023 Q3	$4.44M	Sell	91,371 -3,525	-4%	-$187K	0.06%	318
2023 Q2	$5.36M	Sell	94,896 -17,012	-15%	-$937K	0.07%	266
2023 Q1	$6.04M	Sell	111,908 -4,556	-4%	-$243K	0.09%	224
2022 Q4	$6.12M	Sell	116,464 -23,883	-17%	-$1.21M	0.1%	219
2022 Q3	$6.62M	Buy	140,347 +27,547	+24%	+$1.43M	0.11%	184
2022 Q2	$5.69M	Sell	112,800 -5,806	-5%	-$316K	0.11%	209
2022 Q1	$7.23M	Buy	+118,606	New	+$7.07M	0.12%	182

Other funds holding IHI

MMH

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atria Wealth Solutions's IHI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares US Medical Devices ETF (IHI) stake by 56% in Q2 2025, selling an estimated $1.74M and leaving 23,105 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #512.

Atria Wealth Solutions first reported a position in IHI in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.23M in Q1 2022. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Atria Wealth Solutions held 23,105 shares of iShares US Medical Devices ETF worth $1.44M as of Q2 2025.
Atria Wealth Solutions sold 28,988 iShares US Medical Devices ETF shares in Q2 2025, an estimated $1.74M.
iShares US Medical Devices ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #512 holding.
Atria Wealth Solutions first reported a position in iShares US Medical Devices ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares US Medical Devices ETF position peaked at $7.23M in Q1 2022.
547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.