Cadent Capital Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Cadent Capital 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 Q4	–	Sell	-3,747	Closed	-$225K	–	196
2025 Q3	$225K	Buy	3,747 +4	+0.1%	+$245	0.06%	182
2025 Q2	$234K	Buy	3,743 +3	+0.1%	+$180	0.08%	146
2025 Q1	$225K	Buy	3,740 +3	+0.1%	+$186	0.08%	135
2024 Q4	$218K	Buy	3,737 +6	+0.2%	+$357	0.08%	141
2024 Q3	$221K	Buy	3,731 +5	+0.1%	+$286	0.07%	147
2024 Q2	$209K	Buy	3,726 +4	+0.1%	+$224	0.08%	133
2024 Q1	$218K	Buy	3,722 +2	+0.1%	+$113	0.09%	125
2023 Q4	$201K	Buy	+3,720	New	+$182K	0.1%	118
2023 Q3	–	Sell	-9,847	Closed	-$556K	–	135
2023 Q2	$556K	Buy	9,847 +10	+0.1%	+$551	0.33%	48
2023 Q1	$531K	Buy	9,837 +4	+0%	+$213	0.24%	57
2022 Q4	$517K	Buy	9,833 +13	+0.1%	+$660	0.25%	54
2022 Q3	$463K	Buy	9,820 +23	+0.2%	+$1.19K	0.26%	55
2022 Q2	$494K	Buy	9,797 +9	+0.1%	+$491	0.28%	56
2022 Q1	$597K	Buy	9,788 +2	+0%	+$119	0.27%	60
2021 Q4	$644K	Buy	9,786 +12	+0.1%	+$768	0.28%	57
2021 Q3	$614K	Buy	9,774 +6	+0.1%	+$383	0.27%	56
2021 Q2	$588K	Buy	9,768 +12	+0.1%	+$694	0.24%	62
2021 Q1	$537K	Sell	9,756 -79,692	-89%	-$4.42M	0.24%	58
2020 Q4	$4.88M	Buy	+89,448	New	+$4.68M	2.4%	13

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cadent Capital Advisors's IHI Position: Q4 2025 in Review

Cadent Capital Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2025, closing a stake of 3,747 shares — an estimated $225K sold.

Cadent Capital Advisors first reported a position in IHI in Q4 2020 and held it in 19 quarters. The position peaked at $4.88M in Q4 2020. 555 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

Cadent Capital Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2025 after selling out during the quarter.
Cadent Capital Advisors sold 3,747 iShares US Medical Devices ETF shares in Q4 2025, an estimated $225K.
Cadent Capital Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 19 quarters.
Cadent Capital Advisors's iShares US Medical Devices ETF position peaked at $4.88M in Q4 2020.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on Cadent Capital Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.