Birch Hill Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Birch Hill Investment 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 Q2	–	Sell	-3,500	Closed	-$211K	–	197
2025 Q1	$211K	Buy	+3,500	New	+$217K	0.01%	184

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

Birch Hill Investment Advisors's IHI Position: Q2 2025 in Review

Birch Hill Investment Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 3,500 shares — an estimated $211K sold.

Birch Hill Investment Advisors first reported a position in IHI in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Birch Hill Investment Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Birch Hill Investment Advisors sold 3,500 iShares US Medical Devices ETF shares in Q2 2025, an estimated $211K.
Birch Hill Investment Advisors first reported a position in iShares US Medical Devices ETF in Q1 2025 and held it in 1 quarter.
Birch Hill Investment Advisors's iShares US Medical Devices ETF position peaked at $211K in Q1 2025.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.