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Centricity Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Centricity Wealth Management’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 		$1.94K Hold
31
– – ﹤0.01% 412
2025
Q1 		$1.87K Hold
31
– – ﹤0.01% 421
2024
Q4 		$1.81K Buy
+31
New +$1.84K ﹤0.01% 425

Other funds holding IHI

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Centricity Wealth Management's IHI Position: Q2 2025 in Review

Centricity Wealth Management held its iShares US Medical Devices ETF (IHI) position steady in Q2 2025 at 31 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Centricity Wealth Management first reported a position in IHI in Q4 2024 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

  • Centricity Wealth Management held 31 shares of iShares US Medical Devices ETF worth $1.94K as of Q2 2025.
  • Centricity Wealth Management left its iShares US Medical Devices ETF share count unchanged in Q2 2025.
  • iShares US Medical Devices ETF made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #412 holding.
  • Centricity Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.