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

Future Financial 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 Q4	–	Sell	-3,060	Closed	-$184K	–	259
2025 Q3	$184K	Hold	3,060	–	–	0.12%	121
2025 Q2	$192K	Hold	3,060	–	–	0.13%	117
2025 Q1	$184K	Hold	3,060	–	–	0.14%	116
2024 Q4	$179K	Sell	3,060 -20	-0.6%	-$1.19K	0.13%	113
2024 Q3	$182K	Buy	+3,080	New	+$176K	0.13%	122
2024 Q2	–	Sell	-3,380	Closed	-$198K	–	267
2024 Q1	$198K	Buy	+3,380	New	+$191K	0.15%	118
2023 Q3	–	Sell	-3,960	Closed	-$224K	–	108
2023 Q2	$224K	Sell	3,960 -998	-20%	-$55K	0.24%	96
2023 Q1	$266K	Sell	4,958 -16,140	-77%	-$859K	0.29%	84
2022 Q4	$1.11M	Sell	21,098 -625	-3%	-$31.7K	1.26%	26
2022 Q3	$1.1M	Buy	21,723 +14,963	+221%	+$776K	1.26%	24
2022 Q2	$412K	Hold	6,760	–	–	0.4%	71
2022 Q1	$412K	Buy	6,760 +34	+0.5%	+$2.03K	0.34%	71
2021 Q4	$440K	Buy	6,726 +5,605	+500%	+$359K	0.35%	68
2021 Q3	$405K	Sell	1,121 -5,605	-83%	-$358K	0.42%	76
2021 Q2	$405K	Hold	6,726	–	–	0.42%	76
2021 Q1	$370K	Hold	6,726	–	–	0.43%	72
2020 Q4	$367K	Buy	+6,726	New	+$352K	0.42%	71

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

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

Future Financial Wealth Management's IHI Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2025, closing a stake of 3,060 shares — an estimated $184K sold.

Future Financial Wealth Management first reported a position in IHI in Q4 2020 and held it in 17 quarters. The position peaked at $1.11M in Q4 2022. 553 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 3,060 iShares US Medical Devices ETF shares in Q4 2025, an estimated $184K.
Future Financial Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 17 quarters.
Future Financial Wealth Management's iShares US Medical Devices ETF position peaked at $1.11M in Q4 2022.
553 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.