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Evermay Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Evermay Wealth Management’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
-100
Closed -$5.83K – 593
2024
Q4 		$5.83K Hold
100
– – ﹤0.01% 482
2024
Q3 		$5.92K Buy
+100
New +$5.71K ﹤0.01% 496

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Bank of America
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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Harel Insurance Investments & Financial Services
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evermay Wealth Management's IHI Position: Q1 2025 in Review

Evermay Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 100 shares — an estimated $5.83K sold.

Evermay Wealth Management first reported a position in IHI in Q3 2024 and held it in 2 quarters. The position peaked at $5.92K in Q3 2024. 560 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

  • Evermay Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 100 iShares US Medical Devices ETF shares in Q1 2025, an estimated $5.83K.
  • Evermay Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2024 and held it in 2 quarters.
  • Evermay Wealth Management's iShares US Medical Devices ETF position peaked at $5.92K in Q3 2024.
  • 560 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.