Carolinas Wealth Consulting’s iShares US Medical Devices ETF IHI Stock Holding History

Carolinas Wealth Consulting’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	-58	Closed	-$3.49K	–	445
2025 Q1	$3.49K	Hold	58	–	–	﹤0.01%	670
2024 Q4	$3.38K	Hold	58	–	–	﹤0.01%	709
2024 Q3	$3.44K	Hold	58	–	–	﹤0.01%	719
2024 Q2	$3.25K	Hold	58	–	–	﹤0.01%	714
2024 Q1	$3.4K	Buy	+58	New	+$3.28K	﹤0.01%	704
2022 Q2	–	Sell	-600	Closed	-$37K	–	917
2022 Q1	$37K	Sell	600 -1	-0.2%	-$60	0.01%	396
2021 Q4	$40K	Buy	601 +1	+0.2%	+$64	0.01%	395
2021 Q3	$38K	Hold	600	–	–	0.01%	383
2021 Q2	$36K	Hold	600	–	–	0.01%	405
2021 Q1	$33K	Hold	600	–	–	0.01%	429
2020 Q4	$33K	Sell	600 -48	-7%	-$2.51K	0.01%	402
2020 Q3	$32K	Buy	648 +48	+8%	+$2.32K	0.01%	343
2020 Q2	$26K	Hold	600	–	–	0.01%	263
2020 Q1	$22K	Buy	+600	New	+$25.3K	0.01%	144

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

Carolinas Wealth Consulting's IHI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 58 shares — an estimated $3.49K sold.

Carolinas Wealth Consulting first reported a position in IHI in Q1 2020 and held it in 14 quarters. The position peaked at $40K in Q4 2021. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 58 iShares US Medical Devices ETF shares in Q2 2025, an estimated $3.49K.
Carolinas Wealth Consulting first reported a position in iShares US Medical Devices ETF in Q1 2020 and held it in 14 quarters.
Carolinas Wealth Consulting's iShares US Medical Devices ETF position peaked at $40K in Q4 2021.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.