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Concourse Financial Group Securities’s iShares US Medical Devices ETF IHI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-3,955
Closed -$250K – 1010
2024
Q4 		$250K Hold
3,955
– – 0.01% 657
2024
Q3 		$234K Sell
3,955
-27
-0.7% -$1.54K 0.01% 658
2024
Q2 		$223K Sell
3,982
-422
-10% -$23.6K 0.01% 666
2024
Q1 		$258K Sell
4,404
-38,644
-90% -$2.18M 0.02% 601
2023
Q4 		$2.32M Sell
43,048
-50,440
-54% -$2.46M 0.17% 128
2023
Q3 		$4.54M Sell
93,488
-4,626
-5% -$246K 0.35% 61
2023
Q2 		$5.54M Buy
98,114
+1,042
+1% +$57.4K 0.42% 49
2023
Q1 		$5.24M Sell
97,072
-4,088
-4% -$218K 0.41% 55
2022
Q4 		$5.32M Buy
101,160
+2,489
+3% +$126K 0.43% 49
2022
Q3 		$4.66M Sell
98,671
-4,444
-4% -$231K 0.44% 52
2022
Q2 		$5.2M Sell
103,115
-1,747
-2% -$95.2K 0.44% 43
2022
Q1 		$6.39M Sell
104,862
-23,977
-19% -$1.43M 0.47% 40
2021
Q4 		$8.48M Buy
128,839
+881
+0.7% +$56.4K 0.48% 40
2021
Q3 		$8.03M Sell
127,958
-1,750
-1% -$112K 0.49% 37
2021
Q2 		$7.8M Sell
129,708
-39,792
-23% -$2.3M 0.49% 43
2021
Q1 		$9.33M Sell
169,500
-27,990
-14% -$1.55M 0.65% 28
2020
Q4 		$10.8M Sell
197,490
-9,834
-5% -$514K 0.81% 23
2020
Q3 		$10.4M Buy
207,324
+26,742
+15% +$1.3M 0.9% 22
2020
Q2 		$7.97M Sell
180,582
-84,492
-32% -$3.61M 0.77% 28
2020
Q1 		$9.96M Sell
265,074
-72
-0% -$3.03K 1.1% 16
2019
Q4 		$11.7M Sell
265,146
-5,118
-2% -$215K 1.16% 17
2019
Q3 		$11.1M Buy
270,264
+104,352
+63% +$4.27M 2.77% 4
2019
Q2 		$6.66M Buy
165,912
+150,954
+1,009% +$5.71M 0.67% 30
2019
Q1 		$576K Sell
14,958
-191,646
-93% -$6.96M 0.06% 237
2018
Q4 		$6.88M Buy
206,604
+145,482
+238% +$5.04M 0.82% 26
2018
Q3 		$2.32M Buy
+61,122
New +$2.17M 0.65% 41

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concourse Financial Group Securities's IHI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 3,955 shares — an estimated $250K sold.

Concourse Financial Group Securities first reported a position in IHI in Q3 2018 and held it in 26 quarters. The position peaked at $11.7M in Q4 2019. 560 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,955 iShares US Medical Devices ETF shares in Q1 2025, an estimated $250K.
  • Concourse Financial Group Securities first reported a position in iShares US Medical Devices ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's iShares US Medical Devices ETF position peaked at $11.7M in Q4 2019.
  • 560 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.