Envestnet Portfolio Solutions’s iShares US Medical Devices ETF IHI Stock Holding History

Envestnet Portfolio 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 Q3	–	Sell	-5,868	Closed	-$368K	–	1514
2025 Q2	$368K	Sell	5,868 -455	-7%	-$27.3K	﹤0.01%	1248
2025 Q1	$381K	Sell	6,323 -559	-8%	-$34.7K	﹤0.01%	1170
2024 Q4	$402K	Sell	6,882 -194	-3%	-$11.5K	﹤0.01%	1344
2024 Q3	$419K	Sell	7,076 -749	-10%	-$42.8K	﹤0.01%	1289
2024 Q2	$439K	Buy	7,825 +786	+11%	+$44K	﹤0.01%	1196
2024 Q1	$412K	Sell	7,039 -413	-6%	-$23.3K	﹤0.01%	1195
2023 Q4	$402K	Buy	7,452 +2,364	+46%	+$115K	﹤0.01%	1141
2023 Q3	$247K	Buy	+5,088	New	+$271K	﹤0.01%	1331

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

Envestnet Portfolio Solutions's IHI Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of iShares US Medical Devices ETF (IHI) in Q3 2025, closing a stake of 5,868 shares — an estimated $368K sold.

Envestnet Portfolio Solutions first reported a position in IHI in Q3 2023 and held it in 8 quarters. The position peaked at $439K in Q2 2024. 526 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining iShares US Medical Devices ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 5,868 iShares US Medical Devices ETF shares in Q3 2025, an estimated $368K.
Envestnet Portfolio Solutions first reported a position in iShares US Medical Devices ETF in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's iShares US Medical Devices ETF position peaked at $439K in Q2 2024.
526 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.