EWG Elevate’s iShares US Medical Devices ETF IHI Stock Holding History

EWG Elevate’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	-7,412	Closed	-$464K	–	142
2025 Q2	$464K	Buy	+7,412	New	+$445K	0.14%	97
2023 Q3	–	Sell	-7,060	Closed	-$399K	–	107
2023 Q2	$399K	Buy	+7,060	New	+$389K	0.16%	70
2021 Q2	–	Sell	-102,234	Closed	-$5.63M	–	90
2021 Q1	$5.63M	Buy	+102,234	New	+$5.67M	2.49%	19
2020 Q4	–	Sell	-104,634	Closed	-$5.22M	–	77
2020 Q3	$5.22M	Buy	+104,634	New	+$5.07M	3.04%	12
2020 Q2	–	Sell	-71,790	Closed	-$2.7M	–	65
2020 Q1	$2.7M	Sell	71,790 -50,892	-41%	-$2.14M	2.04%	21
2019 Q4	$5.4M	Buy	+122,682	New	+$5.16M	2.93%	9

Other funds holding IHI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EWG Elevate's IHI Position: Q3 2025 in Review

EWG Elevate sold out of iShares US Medical Devices ETF (IHI) in Q3 2025, closing a stake of 7,412 shares — an estimated $464K sold.

EWG Elevate first reported a position in IHI in Q4 2019 and held it in 6 quarters. The position peaked at $5.63M in Q1 2021. 528 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

EWG Elevate reported no remaining iShares US Medical Devices ETF position as of Q3 2025 after selling out during the quarter.
EWG Elevate sold 7,412 iShares US Medical Devices ETF shares in Q3 2025, an estimated $464K.
EWG Elevate first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 6 quarters.
EWG Elevate's iShares US Medical Devices ETF position peaked at $5.63M in Q1 2021.
528 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.