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Financial Advocates Investment Management’s iShares US Medical Devices ETF IHI Stock Holding History

Financial Advocates Investment 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
-3,784
Closed -$221K – 753
2024
Q4 		$221K Sell
3,784
-1,887
-33% -$112K 0.01% 679
2024
Q3 		$400K Sell
5,671
-840
-13% -$48K 0.02% 525
2024
Q2 		$365K Sell
6,511
-3,516
-35% -$197K 0.02% 522
2024
Q1 		$790K Sell
10,027
-7,281
-42% -$411K 0.05% 357
2023
Q4 		$960K Sell
17,308
-11,954
-41% -$584K 0.06% 295
2023
Q3 		$1.47M Sell
29,262
-23,787
-45% -$1.26M 0.11% 212
2023
Q2 		$3M Buy
53,049
+11,513
+28% +$634K 0.21% 117
2023
Q1 		$2.25M Sell
41,536
-6,304
-13% -$336K 0.16% 151
2022
Q4 		$2.52M Buy
47,840
+2,594
+6% +$132K 0.19% 134
2022
Q3 		$2.15M Sell
45,246
-9,859
-18% -$512K 0.18% 141
2022
Q2 		$2.78M Buy
55,105
+9,713
+21% +$529K 0.23% 115
2022
Q1 		$2.77M Buy
45,392
+10,351
+30% +$617K 0.18% 131
2021
Q4 		$2.28M Buy
35,041
+1,661
+5% +$106K 0.14% 165
2021
Q3 		$2.1M Sell
33,380
-185,500
-85% -$11.8M 0.14% 173
2021
Q2 		$3.83M Buy
218,880
+184,308
+533% +$10.7M 0.26% 90
2021
Q1 		$1.9M Sell
34,572
-4,440
-11% -$246K 0.14% 182
2020
Q4 		$1.65M Buy
39,012
+27,966
+253% +$1.46M 0.11% 208
2020
Q3 		$552K Buy
11,046
+624
+6% +$30.2K 0.05% 359
2020
Q2 		$300K Buy
+10,422
New +$445K 0.03% 465
2020
Q1 		– Sell
-4,986
Closed -$220K – 508
2019
Q4 		$220K Buy
+4,986
New +$210K 0.02% 462
2018
Q4 		– Sell
-8,064
Closed -$306K – 464
2018
Q3 		$306K Sell
8,064
-10,692
-57% -$380K 0.03% 385
2018
Q2 		$628K Hold
18,756
– – 0.08% 233
2018
Q1 		$579K Sell
18,756
-1,758
-9% -$54.2K 0.08% 235
2017
Q4 		$593K Buy
+20,514
New +$591K 0.08% 233

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 $445B AUM 25.58% 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 $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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's IHI Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 3,784 shares — an estimated $221K sold.

Financial Advocates Investment Management first reported a position in IHI in Q4 2017 and held it in 24 quarters. The position peaked at $3.83M in Q2 2021. 559 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,784 iShares US Medical Devices ETF shares in Q1 2025, an estimated $221K.
  • Financial Advocates Investment Management first reported a position in iShares US Medical Devices ETF in Q4 2017 and held it in 24 quarters.
  • Financial Advocates Investment Management's iShares US Medical Devices ETF position peaked at $3.83M in Q2 2021.
  • 559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.