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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Castleview Partners's IHI Position: Q2 2025 in Review

Castleview Partners sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 5,801 shares — an estimated $349K sold.

Castleview Partners first reported a position in IHI in Q4 2022 and held it in 8 quarters. The position peaked at $349K in Q4 2024. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Castleview Partners reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Castleview Partners sold 5,801 iShares US Medical Devices ETF shares in Q2 2025, an estimated $349K.
Castleview Partners first reported a position in iShares US Medical Devices ETF in Q4 2022 and held it in 8 quarters.
Castleview Partners's iShares US Medical Devices ETF position peaked at $349K in Q4 2024.
547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Castleview Partners's 13F filing for Q2 2025, filed 16 Jul 2025.