HWG Holdings’s iShares US Medical Devices ETF IHI Stock Holding History

HWG Holdings’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	-315	Closed	-$19K	–	88
2025 Q1	$19K	Buy	+315	New	+$19.6K	0.01%	97
2024 Q3	–	Sell	-315	Closed	-$17.7K	–	83
2024 Q2	$17.7K	Buy	+315	New	+$17.6K	0.01%	79
2023 Q4	$17K	Hold	315	–	–	0.01%	82
2023 Q3	$15.3K	Sell	315 -651	-67%	-$34.6K	0.01%	87
2023 Q2	$54.5K	Sell	966 -18	-2%	-$991	0.03%	71
2023 Q1	$53.1K	Hold	984	–	–	0.03%	61
2022 Q4	$52K	Hold	984	–	–	0.03%	63
2022 Q3	$46K	Buy	+984	New	+$51.1K	0.03%	55
2022 Q1	$60K	Sell	984 -18	-2%	-$1.07K	0.03%	89
2021 Q4	$66K	Buy	+1,002	New	+$64.1K	0.03%	71
2021 Q2	$58K	Hold	966	–	–	0.03%	77
2021 Q1	$53K	Hold	966	–	–	0.03%	62
2020 Q4	$53K	Hold	966	–	–	0.03%	78
2020 Q3	$48K	Sell	966 -78	-7%	-$3.78K	0.04%	77
2020 Q2	$46K	Buy	+1,044	New	+$44.6K	0.04%	79
2019 Q4	$57K	Hold	1,284	–	–	0.05%	80
2019 Q3	$53K	Sell	1,284 -18	-1%	-$737	0.05%	82
2019 Q2	$52K	Sell	1,302 -4,668	-78%	-$177K	0.05%	84
2019 Q1	$230K	Buy	5,970 +108	+2%	+$3.92K	0.23%	39
2018 Q4	$195K	Sell	5,862 -14,154	-71%	-$490K	0.41%	19
2018 Q3	$759K	Sell	20,016 -13,320	-40%	-$473K	0.51%	38
2018 Q2	$1.11M	Buy	+33,336	New	+$1.09M	0.92%	33

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 22.96% 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

HWG Holdings's IHI Position: Q2 2025 in Review

HWG Holdings sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 315 shares — an estimated $19K sold.

HWG Holdings first reported a position in IHI in Q2 2018 and held it in 22 quarters. The position peaked at $1.11M in Q2 2018. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

HWG Holdings reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
HWG Holdings sold 315 iShares US Medical Devices ETF shares in Q2 2025, an estimated $19K.
HWG Holdings first reported a position in iShares US Medical Devices ETF in Q2 2018 and held it in 22 quarters.
HWG Holdings's iShares US Medical Devices ETF position peaked at $1.11M in Q2 2018.
547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.