Grey Fox Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Grey Fox Wealth Advisors’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	-810	Closed	-$48.7K	–	361
2025 Q3	$48.7K	Buy	+810	New	+$49.5K	0.01%	267
2023 Q2	–	Sell	-2,210	Closed	-$119K	–	292
2023 Q1	$119K	Hold	2,210	–	–	0.07%	125
2022 Q4	$116K	Buy	+2,210	New	+$112K	0.08%	122

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 $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Grey Fox Wealth Advisors's IHI Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2025, closing a stake of 810 shares — an estimated $48.7K sold.

Grey Fox Wealth Advisors first reported a position in IHI in Q4 2022 and held it in 3 quarters. The position peaked at $119K in Q1 2023. 553 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 810 iShares US Medical Devices ETF shares in Q4 2025, an estimated $48.7K.
Grey Fox Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's iShares US Medical Devices ETF position peaked at $119K in Q1 2023.
553 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.