Coppell Advisory Solutions’s iShares US Medical Devices ETF IHI Stock Holding History

Coppell Advisory Solutions’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	-1,866	Closed	-$292K	–	388
2025 Q1	$292K	Buy	1,866 +1,605	+615%	+$99.7K	0.04%	265
2024 Q4	$15.3K	Hold	261	–	–	﹤0.01%	960
2024 Q3	$15.3K	Hold	261	–	–	﹤0.01%	959
2024 Q2	$14.6K	Buy	+261	New	+$14.6K	﹤0.01%	891
2023 Q4	$10.8K	Buy	200 +190	+1,900%	+$9.28K	﹤0.01%	916
2023 Q3	$526	Sell	10 -305	-97%	-$16.2K	﹤0.01%	1010
2023 Q2	$17.6K	Buy	+315	New	+$17.3K	0.01%	577
2023 Q1	–	Sell	-10	Closed	-$526	–	636
2022 Q4	$526	Buy	+10	New	+$507	﹤0.01%	1015

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

Coppell Advisory Solutions's IHI Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 1,866 shares — an estimated $292K sold.

Coppell Advisory Solutions first reported a position in IHI in Q4 2022 and held it in 8 quarters. The position peaked at $292K in Q1 2025. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Coppell Advisory Solutions reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,866 iShares US Medical Devices ETF shares in Q2 2025, an estimated $292K.
Coppell Advisory Solutions first reported a position in iShares US Medical Devices ETF in Q4 2022 and held it in 8 quarters.
Coppell Advisory Solutions's iShares US Medical Devices ETF position peaked at $292K in Q1 2025.
547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.