Choate Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Choate Investment Advisors’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 Q3	–	Sell	-600	Closed	-$37.6K	–	454
2025 Q2	$37.6K	Buy	+600	New	+$36.1K	﹤0.01%	446
2023 Q4	–	Sell	-1,290	Closed	-$62.6K	–	406
2023 Q3	$62.6K	Hold	1,290	–	–	﹤0.01%	391
2023 Q2	$72.8K	Hold	1,290	–	–	﹤0.01%	311
2023 Q1	$69.6K	Hold	1,290	–	–	﹤0.01%	286
2022 Q4	$67.8K	Hold	1,290	–	–	﹤0.01%	296
2022 Q3	$61K	Hold	1,290	–	–	﹤0.01%	261
2022 Q2	$65K	Hold	1,290	–	–	﹤0.01%	278
2022 Q1	$79K	Hold	1,290	–	–	﹤0.01%	315
2021 Q4	$85K	Hold	1,290	–	–	0.01%	300
2021 Q3	$81K	Hold	1,290	–	–	0.01%	273
2021 Q2	$78K	Hold	1,290	–	–	﹤0.01%	287
2021 Q1	$71K	Hold	1,290	–	–	﹤0.01%	273
2020 Q4	$70K	Hold	1,290	–	–	﹤0.01%	258
2020 Q3	$64K	Buy	+1,290	New	+$62.5K	﹤0.01%	257

Other funds holding IHI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Choate Investment Advisors's IHI Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2025, closing a stake of 600 shares — an estimated $37.6K sold.

Choate Investment Advisors first reported a position in IHI in Q3 2020 and held it in 14 quarters. The position peaked at $85K in Q4 2021. 526 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

Choate Investment Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 600 iShares US Medical Devices ETF shares in Q3 2025, an estimated $37.6K.
Choate Investment Advisors first reported a position in iShares US Medical Devices ETF in Q3 2020 and held it in 14 quarters.
Choate Investment Advisors's iShares US Medical Devices ETF position peaked at $85K in Q4 2021.
526 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.