Caitlin John’s iShares US Medical Devices ETF IHI Stock Holding History

Caitlin John’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	-7	Closed	-$421	–	954
2025 Q3	$421	Buy	+7	New	+$428	﹤0.01%	829
2025 Q1	–	Sell	-7	Closed	-$408	–	434
2024 Q4	$408	Hold	7	–	–	﹤0.01%	795
2024 Q3	$420	Hold	7	–	–	﹤0.01%	788
2024 Q2	$392	Sell	7 -290	-98%	-$16.2K	﹤0.01%	783
2024 Q1	$17.4K	Hold	297	–	–	0.01%	378
2023 Q4	$16K	Buy	+297	New	+$14.5K	0.01%	362

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

Caitlin John's IHI Position: Q4 2025 in Review

Caitlin John sold out of iShares US Medical Devices ETF (IHI) in Q4 2025, closing a stake of 7 shares — an estimated $421 sold.

Caitlin John first reported a position in IHI in Q4 2023 and held it in 6 quarters. The position peaked at $17.4K in Q1 2024. 555 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

Caitlin John reported no remaining iShares US Medical Devices ETF position as of Q4 2025 after selling out during the quarter.
Caitlin John sold 7 iShares US Medical Devices ETF shares in Q4 2025, an estimated $421.
Caitlin John first reported a position in iShares US Medical Devices ETF in Q4 2023 and held it in 6 quarters.
Caitlin John's iShares US Medical Devices ETF position peaked at $17.4K in Q1 2024.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on Caitlin John's 13F filing for Q4 2025, filed 18 Feb 2026.