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

GeoWealth 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
-3,183
Closed -$199K – 983
2025
Q2 		$199K Sell
3,183
-74
-2% -$4.45K 0.01% 661
2025
Q1 		$196K Sell
3,257
-283
-8% -$17.6K 0.01% 664
2024
Q4 		$207K Buy
3,540
+53
+2% +$3.15K 0.01% 756
2024
Q3 		$207K Sell
3,487
-233
-6% -$13.3K 0.01% 709
2024
Q2 		$208K Buy
3,720
+18
+0.5% +$1.01K 0.01% 668
2024
Q1 		$217K Sell
3,702
-2,817
-43% -$159K 0.01% 663
2023
Q4 		$352K Sell
6,519
-210
-3% -$10.3K 0.03% 388
2023
Q3 		$326K Buy
6,729
+215
+3% +$11.4K 0.04% 229
2023
Q2 		$368K Sell
6,514
-11
-0.2% -$606 0.04% 198
2023
Q1 		$352K Sell
6,525
-1,206
-16% -$64.2K 0.04% 163
2022
Q4 		$406K Sell
7,731
-5,319
-41% -$270K 0.04% 164
2022
Q3 		$615K Sell
13,050
-393
-3% -$20.4K 0.07% 146
2022
Q2 		$678K Sell
13,443
-554
-4% -$30.2K 0.09% 131
2022
Q1 		$854K Sell
13,997
-415
-3% -$24.7K 0.08% 160
2021
Q4 		$949K Sell
14,412
-383
-3% -$24.5K 0.08% 153
2021
Q3 		$929K Sell
14,795
-74,623
-83% -$4.76M 0.08% 162
2021
Q2 		$5.38M Buy
89,418
+75,138
+526% +$4.35M 0.68% 38
2021
Q1 		$785K Sell
14,280
-372
-3% -$20.6K 0.12% 94
2020
Q4 		$801K Buy
+14,652
New +$766K 0.13% 118

Other funds holding IHI

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GeoWealth Management's IHI Position: Q3 2025 in Review

GeoWealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2025, closing a stake of 3,183 shares — an estimated $199K sold.

GeoWealth Management first reported a position in IHI in Q4 2020 and held it in 19 quarters. The position peaked at $5.38M in Q2 2021. 526 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

  • GeoWealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 3,183 iShares US Medical Devices ETF shares in Q3 2025, an estimated $199K.
  • GeoWealth Management first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 19 quarters.
  • GeoWealth Management's iShares US Medical Devices ETF position peaked at $5.38M in Q2 2021.
  • 526 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.