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

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

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 $528B AUM 27.57% 1-Year Est. Return