FineMark National Bank & Trust’s iShares US Medical Devices ETF IHI Stock Holding History

FineMark National Bank & Trust’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 Q4	$450K	Sell	7,234 -521	-7%	-$32.2K	0.01%	328
2025 Q3	$466K	Sell	7,755 -3,967	-34%	-$243K	0.02%	319
2025 Q2	$734K	Sell	11,722 -166	-1%	-$9.98K	0.03%	254
2025 Q1	$716K	Buy	11,888 +8,065	+211%	+$501K	0.03%	249
2024 Q4	$223K	Buy	+3,823	New	+$227K	0.01%	393
2016 Q4	–	Sell	-1,500	Closed	-$36K	–	1318
2016 Q3	$36K	Buy	+1,500	New	+$35.7K	﹤0.01%	682

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

FineMark National Bank & Trust's IHI Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its iShares US Medical Devices ETF (IHI) stake by 6.7% in Q4 2025, selling an estimated $32.2K and leaving 7,234 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #328.

FineMark National Bank & Trust first reported a position in IHI in Q3 2016 and has held it in 6 quarters since. The position peaked at $734K in Q2 2025. 555 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

FineMark National Bank & Trust held 7,234 shares of iShares US Medical Devices ETF worth $450K as of Q4 2025.
FineMark National Bank & Trust sold 521 iShares US Medical Devices ETF shares in Q4 2025, an estimated $32.2K.
iShares US Medical Devices ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #328 holding.
FineMark National Bank & Trust first reported a position in iShares US Medical Devices ETF in Q3 2016 and has held it in 6 quarters since.
FineMark National Bank & Trust's iShares US Medical Devices ETF position peaked at $734K in Q2 2025.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.