Beacon Capital Management LLC (Tennessee)’s iShares US Medical Devices ETF IHI Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-90	Closed	-$5.26K	–	1163
2024 Q4	$5.26K	Hold	90	–	–	﹤0.01%	718
2024 Q3	$5.33K	Hold	90	–	–	﹤0.01%	801
2024 Q2	$5.04K	Hold	90	–	–	﹤0.01%	706
2024 Q1	$5.27K	Hold	90	–	–	﹤0.01%	688
2023 Q4	$4.37K	Hold	90	–	–	﹤0.01%	669
2023 Q3	$5.08K	Hold	90	–	–	﹤0.01%	692
2023 Q2	$5.08K	Hold	90	–	–	﹤0.01%	692
2023 Q1	$4.86K	Hold	90	–	–	﹤0.01%	634
2022 Q4	$4.73K	Hold	90	–	–	﹤0.01%	657
2022 Q3	$5K	Hold	90	–	–	﹤0.01%	589
2022 Q2	$5K	Hold	90	–	–	﹤0.01%	647
2022 Q1	$5K	Buy	+90	New	+$5.37K	﹤0.01%	647

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

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

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

HIIFS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IHI Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 90 shares — an estimated $5.26K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IHI in Q1 2022 and held it in 12 quarters. The position peaked at $5.33K in Q3 2024. 558 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 90 iShares US Medical Devices ETF shares in Q1 2025, an estimated $5.26K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares US Medical Devices ETF in Q1 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares US Medical Devices ETF position peaked at $5.33K in Q3 2024.
558 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.