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

Evoke Wealth’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	-4,878	Closed	-$285K	–	454
2024 Q4	$285K	Buy	+4,878	New	+$290K	0.01%	350
2022 Q4	–	Sell	-1,434	Closed	-$68K	–	732
2022 Q3	$68K	Hold	1,434	–	–	﹤0.01%	475
2022 Q2	$72K	Hold	1,434	–	–	﹤0.01%	454
2022 Q1	$87K	Hold	1,434	–	–	﹤0.01%	450
2021 Q4	$94K	Hold	1,434	–	–	﹤0.01%	454
2021 Q3	$90K	Hold	1,434	–	–	﹤0.01%	441
2021 Q2	$86K	Buy	+1,434	New	+$82.9K	﹤0.01%	461

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

Evoke Wealth's IHI Position: Q1 2025 in Review

Evoke Wealth sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 4,878 shares — an estimated $285K sold.

Evoke Wealth first reported a position in IHI in Q2 2021 and held it in 7 quarters. The position peaked at $285K in Q4 2024. 560 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

Evoke Wealth reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
Evoke Wealth sold 4,878 iShares US Medical Devices ETF shares in Q1 2025, an estimated $285K.
Evoke Wealth first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 7 quarters.
Evoke Wealth's iShares US Medical Devices ETF position peaked at $285K in Q4 2024.
560 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Evoke Wealth's 13F filing for Q1 2025, filed 13 May 2025.