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Holistic Financial Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Holistic Financial Partners’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
-5,793
Closed -$348K – 139
2025
Q3 		$348K Hold
5,793
– – 0.14% 87
2025
Q2 		$363K Hold
5,793
– – 0.16% 73
2025
Q1 		$349K Sell
5,793
-367
-6% -$22.8K 0.17% 73
2024
Q4 		$359K Sell
6,160
-910
-13% -$54.1K 0.18% 68
2024
Q3 		$419K Sell
7,070
-1,064
-13% -$60.8K 0.2% 60
2024
Q2 		$456K Sell
8,134
-180
-2% -$10.1K 0.23% 52
2024
Q1 		$487K Sell
8,314
-192
-2% -$10.8K 0.25% 48
2023
Q4 		$459K Buy
8,506
+5
+0.1% +$244 0.28% 48
2023
Q3 		$412K Sell
8,501
-237
-3% -$12.6K 0.27% 47
2023
Q2 		$493K Sell
8,738
-29
-0.3% -$1.6K 0.34% 41
2023
Q1 		$473K Sell
8,767
-876
-9% -$46.6K 0.37% 43
2022
Q4 		$507K Buy
9,643
+4
+0% +$203 0.45% 35
2022
Q3 		$455K Sell
9,639
-741
-7% -$38.4K 0.45% 33
2022
Q2 		$524K Sell
10,380
-26,429
-72% -$1.44M 0.49% 29
2022
Q1 		$2.24M Sell
36,809
-54,426
-60% -$3.24M 1.43% 16
2021
Q4 		$6.01M Buy
91,235
+46
+0.1% +$2.94K 3.48% 9
2021
Q3 		$5.72M Buy
91,189
+2,251
+3% +$144K 3.53% 8
2021
Q2 		$5.35M Sell
88,938
-37,098
-29% -$2.15M 3.19% 9
2021
Q1 		$6.94M Sell
126,036
-978
-0.8% -$54.2K 4.58% 8
2020
Q4 		$6.93M Buy
127,014
+2,508
+2% +$131K 4.78% 7
2020
Q3 		$6.21M Buy
124,506
+1,140
+0.9% +$55.2K 4.98% 7
2020
Q2 		$5.44M Buy
+123,366
New +$5.27M 4.7% 7

Other funds holding IHI

Morgan Stanley
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Holistic Financial Partners's IHI Position: Q4 2025 in Review

Holistic Financial Partners sold out of iShares US Medical Devices ETF (IHI) in Q4 2025, closing a stake of 5,793 shares — an estimated $348K sold.

Holistic Financial Partners first reported a position in IHI in Q2 2020 and held it in 22 quarters. The position peaked at $6.94M in Q1 2021. 555 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

  • Holistic Financial Partners reported no remaining iShares US Medical Devices ETF position as of Q4 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 5,793 iShares US Medical Devices ETF shares in Q4 2025, an estimated $348K.
  • Holistic Financial Partners first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 22 quarters.
  • Holistic Financial Partners's iShares US Medical Devices ETF position peaked at $6.94M in Q1 2021.
  • 555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on Holistic Financial Partners's 13F filing for Q4 2025, filed 7 Jan 2026.