Cardinal Strategic Wealth Guidance’s iShares US Medical Devices ETF IHI Stock Holding History

Cardinal Strategic Wealth Guidance’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	-193	Closed	-$11.6K	–	64
2025 Q1	$11.6K	Hold	193	–	–	﹤0.01%	58
2024 Q4	$11.3K	Buy	+193	New	+$11.5K	﹤0.01%	78
2023 Q1	–	Sell	-18	Closed	-$946	–	89
2022 Q4	$946	Sell	18 -310	-95%	-$15.7K	﹤0.01%	86
2022 Q3	$16K	Sell	328 -35,113	-99%	-$1.82M	0.01%	70
2022 Q2	$1.79M	Buy	35,441 +9,138	+35%	+$498K	0.91%	15
2022 Q1	$1.6M	Buy	26,303 +6,139	+30%	+$366K	0.74%	18
2021 Q4	$1.33M	Buy	20,164 +2,372	+13%	+$152K	0.62%	25
2021 Q3	$1.12M	Sell	17,792 -29,584	-62%	-$1.89M	0.59%	26
2021 Q2	$2.85M	Buy	47,376 +534	+1%	+$30.9K	1.5%	16
2021 Q1	$2.58M	Buy	+46,842	New	+$2.6M	1.51%	18

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

Cardinal Strategic Wealth Guidance's IHI Position: Q2 2025 in Review

Cardinal Strategic Wealth Guidance sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 193 shares — an estimated $11.6K sold.

Cardinal Strategic Wealth Guidance first reported a position in IHI in Q1 2021 and held it in 10 quarters. The position peaked at $2.85M in Q2 2021. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Cardinal Strategic Wealth Guidance reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 193 iShares US Medical Devices ETF shares in Q2 2025, an estimated $11.6K.
Cardinal Strategic Wealth Guidance first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 10 quarters.
Cardinal Strategic Wealth Guidance's iShares US Medical Devices ETF position peaked at $2.85M in Q2 2021.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2025, filed 21 Jul 2025.