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

HFR 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 Q2	–	Sell	-6,000	Closed	-$361K	–	54
2025 Q1	$361K	Hold	6,000	–	–	0.09%	45
2024 Q4	$350K	Hold	6,000	–	–	0.09%	46
2024 Q3	$355K	Hold	6,000	–	–	0.09%	47
2024 Q2	$336K	Hold	6,000	–	–	0.09%	49
2024 Q1	$352K	Hold	6,000	–	–	0.09%	49
2023 Q4	$324K	Hold	6,000	–	–	0.09%	48
2023 Q3	$291K	Hold	6,000	–	–	0.09%	48
2023 Q2	$339K	Hold	6,000	–	–	0.09%	46
2023 Q1	$324K	Hold	6,000	–	–	0.09%	49
2022 Q4	$315K	Hold	6,000	–	–	0.09%	49
2022 Q3	$283K	Hold	6,000	–	–	0.09%	47
2022 Q2	$303K	Hold	6,000	–	–	0.09%	48
2022 Q1	$366K	Hold	6,000	–	–	0.1%	48
2021 Q4	$395K	Hold	6,000	–	–	0.1%	47
2021 Q3	$377K	Hold	6,000	–	–	0.11%	45
2021 Q2	$361K	Buy	+6,000	New	+$347K	0.11%	47

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HFR Wealth Management's IHI Position: Q2 2025 in Review

HFR Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 6,000 shares — an estimated $361K sold.

HFR Wealth Management first reported a position in IHI in Q2 2021 and held it in 16 quarters. The position peaked at $395K in Q4 2021. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

HFR Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
HFR Wealth Management sold 6,000 iShares US Medical Devices ETF shares in Q2 2025, an estimated $361K.
HFR Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 16 quarters.
HFR Wealth Management's iShares US Medical Devices ETF position peaked at $395K in Q4 2021.
547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on HFR Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.