Avantax Advisory Services’s iShares US Medical Devices ETF IHI Stock Holding History

Avantax Advisory Services’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	$2.04M	Buy	32,629 +2,421	+8%	+$145K	0.01%	786
2025 Q1	$1.82M	Buy	30,208 +1,439	+5%	+$89.4K	0.01%	784
2024 Q4	$1.68M	Sell	28,769 -2,802	-9%	-$167K	0.01%	802
2024 Q3	$1.87M	Sell	31,571 -12,930	-29%	-$738K	0.01%	729
2024 Q2	$2.49M	Sell	44,501 -24,109	-35%	-$1.35M	0.02%	584
2024 Q1	$4.02M	Sell	68,610 -19,949	-23%	-$1.13M	0.04%	355
2023 Q4	$4.78M	Sell	88,559 -23,896	-21%	-$1.17M	0.05%	291
2023 Q3	$5.45M	Sell	112,455 -18,405	-14%	-$979K	0.06%	230
2023 Q2	$7.39M	Sell	130,860 -4,135	-3%	-$228K	0.08%	180
2023 Q1	$7.29M	Sell	134,995 -8,582	-6%	-$457K	0.09%	178
2022 Q4	$7.55M	Sell	143,577 -11,617	-7%	-$590K	0.1%	164
2022 Q3	$7.32M	Sell	155,194 -8,191	-5%	-$425K	0.11%	144
2022 Q2	$8.24M	Sell	163,385 -2,176	-1%	-$119K	0.12%	133
2022 Q1	$10.1M	Buy	165,561 +189	+0.1%	+$11.3K	0.14%	111
2021 Q4	$10.9M	Buy	165,372 +34,624	+26%	+$2.22M	0.16%	100
2021 Q3	$8.23M	Buy	130,748 +5,516	+4%	+$352K	0.14%	118
2021 Q2	$7.54M	Buy	125,232 +7,224	+6%	+$418K	0.14%	117
2021 Q1	$6.52M	Buy	118,008 +22,224	+23%	+$1.23M	0.14%	118
2020 Q4	$5.25M	Sell	95,784 -42,840	-31%	-$2.24M	0.12%	128
2020 Q3	$6.91M	Buy	138,624 +97,428	+236%	+$4.72M	0.11%	155
2020 Q2	$1.82M	Buy	41,196 +10,482	+34%	+$448K	0.05%	232
2020 Q1	$1.15M	Buy	30,714 +17,220	+128%	+$725K	0.03%	276
2019 Q4	$594K	Buy	13,494 +2,502	+23%	+$105K	0.01%	432
2019 Q3	$453K	Buy	+10,992	New	+$450K	0.02%	342

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HIIFS

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

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

Avantax Advisory Services's IHI Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares US Medical Devices ETF (IHI) stake by 8% in Q2 2025, buying an estimated $145K and bringing the position to 32,629 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #786.

Avantax Advisory Services first reported a position in IHI in Q3 2019 and has held it in 24 quarters since. The position peaked at $10.9M in Q4 2021. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Avantax Advisory Services held 32,629 shares of iShares US Medical Devices ETF worth $2.04M as of Q2 2025.
Avantax Advisory Services bought 2,421 iShares US Medical Devices ETF shares in Q2 2025, an estimated $145K.
iShares US Medical Devices ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #786 holding.
Avantax Advisory Services first reported a position in iShares US Medical Devices ETF in Q3 2019 and has held it in 24 quarters since.
Avantax Advisory Services's iShares US Medical Devices ETF position peaked at $10.9M in Q4 2021.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.