Envestnet Portfolio Solutions
IHI icon

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

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return