FWM
IHI icon

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

Forza Wealth 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
Q3 		– Sell
-4,200
Closed -$263K – 193
2025
Q2 		$263K Hold
4,200
– – 0.11% 171
2025
Q1 		$253K Sell
4,200
-600
-13% -$37.3K 0.11% 162
2024
Q4 		$280K Hold
4,800
– – 0.13% 157
2024
Q3 		$284K Hold
4,800
– – 0.13% 153
2024
Q2 		$269K Sell
4,800
-300
-6% -$16.8K 0.14% 149
2024
Q1 		$299K Hold
5,100
– – 0.16% 142
2023
Q4 		$275K Sell
5,100
-17,600
-78% -$860K 0.15% 142
2023
Q3 		$1.1M Sell
22,700
-200
-0.9% -$10.6K 0.57% 52
2023
Q2 		$1.29M Sell
22,900
-1,485
-6% -$81.8K 0.65% 48
2023
Q1 		$1.32M Buy
+24,385
New +$1.3M 0.68% 46

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return