IA
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IFG Advisory’s iShares US Medical Devices ETF IHI Stock Holding History

IFG Advisory’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
Q3 		– Sell
-17,957
Closed -$1.12M – 784
2025
Q2 		$1.12M Buy
17,957
+1,546
+9% +$92.9K 0.06% 313
2025
Q1 		$988K Buy
16,411
+4,197
+34% +$261K 0.05% 324
2024
Q4 		$713K Buy
+12,214
New +$726K 0.04% 346
2024
Q2 		– Sell
-20,746
Closed -$1.22M – 623
2024
Q1 		$1.22M Buy
20,746
+4,454
+27% +$252K 0.09% 231
2023
Q4 		$879K Sell
16,292
-9,267
-36% -$453K 0.06% 265
2023
Q3 		$1.24M Sell
25,559
-2,212
-8% -$118K 0.1% 208
2023
Q2 		$1.57M Buy
27,771
+7,284
+36% +$401K 0.14% 183
2023
Q1 		$1.11M Sell
20,487
-865
-4% -$46.1K 0.1% 204
2022
Q4 		$1.12M Sell
21,352
-1,091
-5% -$55.4K 0.11% 196
2022
Q3 		$1.06M Buy
22,443
+1,359
+6% +$70.5K 0.1% 205
2022
Q2 		$1.06M Buy
21,084
+3,357
+19% +$183K 0.11% 181
2022
Q1 		$1.08M Buy
17,727
+10,085
+132% +$601K 0.11% 196
2021
Q4 		$503K Buy
7,642
+1,406
+23% +$90K 0.05% 298
2021
Q3 		$391K Buy
6,236
+854
+16% +$54.5K 0.04% 338
2021
Q2 		$323K Sell
5,382
-3,936
-42% -$228K 0.04% 378
2021
Q1 		$513K Buy
9,318
+2,658
+40% +$147K 0.06% 294
2020
Q4 		$363K Buy
6,660
+492
+8% +$25.7K 0.05% 322
2020
Q3 		$308K Buy
6,168
+1,626
+36% +$78.7K 0.05% 320
2020
Q2 		$200K Buy
+4,542
New +$194K 0.04% 374

Other funds holding IHI

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return