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

Ethos Financial Group’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
-413
Closed -$24.1K – 472
2024
Q4 		$24.1K Buy
+413
New +$24.5K ﹤0.01% 361

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ethos Financial Group's IHI Position: Q1 2025 in Review

Ethos Financial Group sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 413 shares — an estimated $24.1K sold.

Ethos Financial Group first reported a position in IHI in Q4 2024 and held it in 1 quarter. The position peaked at $24.1K in Q4 2024. 558 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

  • Ethos Financial Group reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
  • Ethos Financial Group sold 413 iShares US Medical Devices ETF shares in Q1 2025, an estimated $24.1K.
  • Ethos Financial Group first reported a position in iShares US Medical Devices ETF in Q4 2024 and held it in 1 quarter.
  • Ethos Financial Group's iShares US Medical Devices ETF position peaked at $24.1K in Q4 2024.
  • 558 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Ethos Financial Group's 13F filing for Q1 2025, filed 13 May 2025.