Castleview Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Castleview Partners’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	-5,801	Closed	-$349K	–	180
2025 Q1	$349K	Sell	5,801 -190	-3%	-$11.8K	0.24%	110
2024 Q4	$349K	Buy	5,991 +162	+3%	+$9.63K	0.19%	130
2024 Q3	$345K	Sell	5,829 -147	-2%	-$8.39K	0.2%	123
2024 Q2	$335K	Buy	5,976 +313	+6%	+$17.5K	0.19%	121
2024 Q1	$332K	Buy	5,663 +29	+0.5%	+$1.64K	0.19%	124
2023 Q4	$304K	Buy	+5,634	New	+$275K	0.21%	108
2023 Q2	–	Sell	-324	Closed	-$17.5K	–	705
2023 Q1	$17.5K	Sell	324 -198	-38%	-$10.5K	0.02%	359
2022 Q4	$27.4K	Buy	+522	New	+$26.5K	0.03%	279

Other funds holding IHI

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 $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return