DHK Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

DHK Financial 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 Q1	–	Sell	-4,620	Closed	-$270K	–	97
2024 Q4	$270K	Hold	4,620	–	–	0.16%	79
2024 Q3	$274K	Hold	4,620	–	–	0.17%	73
2024 Q2	$259K	Hold	4,620	–	–	0.18%	71
2024 Q1	$271K	Hold	4,620	–	–	0.19%	70
2023 Q4	$249K	Hold	4,620	–	–	0.19%	66
2023 Q3	$227K	Hold	4,620	–	–	0.2%	60
2023 Q2	$261K	Buy	+4,620	New	+$254K	0.22%	59

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

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

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

DHK Financial Advisors's IHI Position: Q1 2025 in Review

DHK Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 4,620 shares — an estimated $270K sold.

DHK Financial Advisors first reported a position in IHI in Q2 2023 and held it in 7 quarters. The position peaked at $274K in Q3 2024. 559 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

DHK Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
DHK Financial Advisors sold 4,620 iShares US Medical Devices ETF shares in Q1 2025, an estimated $270K.
DHK Financial Advisors first reported a position in iShares US Medical Devices ETF in Q2 2023 and held it in 7 quarters.
DHK Financial Advisors's iShares US Medical Devices ETF position peaked at $274K in Q3 2024.
559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on DHK Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.