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 $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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

Forza Wealth Management's IHI Position: Q3 2025 in Review

Forza Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2025, closing a stake of 4,200 shares — an estimated $263K sold.

Forza Wealth Management first reported a position in IHI in Q1 2023 and held it in 10 quarters. The position peaked at $1.32M in Q1 2023. 526 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

Forza Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2025 after selling out during the quarter.
Forza Wealth Management sold 4,200 iShares US Medical Devices ETF shares in Q3 2025, an estimated $263K.
Forza Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2023 and held it in 10 quarters.
Forza Wealth Management's iShares US Medical Devices ETF position peaked at $1.32M in Q1 2023.
526 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Forza Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.