Avidian Wealth Enterprises’s iShares US Medical Devices ETF IHI Stock Holding History

Avidian Wealth Enterprises’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 Q3	–	Sell	-3,372	Closed	-$211K	–	594
2025 Q2	$211K	Buy	3,372 +1	+0%	+$60	0.01%	519
2025 Q1	$203K	Sell	3,371 -200	-6%	-$12.4K	0.01%	501
2024 Q4	$208K	Buy	3,571 +2	+0.1%	+$119	0.01%	480
2024 Q3	$211K	Buy	+3,569	New	+$204K	0.01%	471
2024 Q2	–	Sell	-3,567	Closed	-$209K	–	510
2024 Q1	$209K	Sell	3,567 -149	-4%	-$8.41K	0.01%	415
2023 Q4	$201K	Buy	+3,716	New	+$182K	0.01%	404
2022 Q2	–	Sell	-3,448	Closed	-$210K	–	472
2022 Q1	$210K	Buy	+3,448	New	+$206K	0.01%	457
2021 Q2	–	Sell	-7,146	Closed	-$394K	–	402
2021 Q1	$394K	Sell	7,146 -3,750	-34%	-$208K	0.03%	244
2020 Q4	$594K	Sell	10,896 -168	-2%	-$8.78K	0.06%	156
2020 Q3	$552K	Buy	11,064 +2,346	+27%	+$114K	0.06%	145
2020 Q2	$385K	Buy	+8,718	New	+$373K	0.05%	159

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

HIIFS

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

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

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

Avidian Wealth Enterprises's IHI Position: Q3 2025 in Review

Avidian Wealth Enterprises sold out of iShares US Medical Devices ETF (IHI) in Q3 2025, closing a stake of 3,372 shares — an estimated $211K sold.

Avidian Wealth Enterprises first reported a position in IHI in Q2 2020 and held it in 11 quarters. The position peaked at $594K in Q4 2020. 526 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

Avidian Wealth Enterprises reported no remaining iShares US Medical Devices ETF position as of Q3 2025 after selling out during the quarter.
Avidian Wealth Enterprises sold 3,372 iShares US Medical Devices ETF shares in Q3 2025, an estimated $211K.
Avidian Wealth Enterprises first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 11 quarters.
Avidian Wealth Enterprises's iShares US Medical Devices ETF position peaked at $594K in Q4 2020.
526 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2025, filed 30 Oct 2025.