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

HHM 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	-238	Closed	-$14.3K	–	871
2025 Q3	$14.3K	Buy	238 +1	+0.4%	+$61	﹤0.01%	572
2025 Q2	$14.9K	Hold	237	–	–	﹤0.01%	551
2025 Q1	$14.3K	Hold	237	–	–	﹤0.01%	549
2024 Q4	$13.8K	Buy	+237	New	+$14.1K	﹤0.01%	551
2022 Q4	–	Sell	-6	Closed	–	–	715
2022 Q3	$0	Hold	6	–	–	﹤0.01%	737
2022 Q2	$0	Hold	6	–	–	﹤0.01%	812
2022 Q1	$0	Hold	6	–	–	﹤0.01%	724
2021 Q4	$0	Hold	6	–	–	﹤0.01%	681
2021 Q3	$0	Buy	+6	New	+$383	﹤0.01%	636

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

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

HHM Wealth Advisors's IHI Position: Q4 2025 in Review

HHM Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2025, closing a stake of 238 shares — an estimated $14.3K sold.

HHM Wealth Advisors first reported a position in IHI in Q3 2021 and held it in 9 quarters. The position peaked at $14.9K in Q2 2025. 555 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

HHM Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 238 iShares US Medical Devices ETF shares in Q4 2025, an estimated $14.3K.
HHM Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q3 2021 and held it in 9 quarters.
HHM Wealth Advisors's iShares US Medical Devices ETF position peaked at $14.9K in Q2 2025.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.