Kovitz Investment Group Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Kovitz Investment Group 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	-4,165	Closed	-$250K	–	855
2025 Q3	$250K	Sell	4,165 -960	-19%	-$58.7K	﹤0.01%	1262
2025 Q2	$321K	Buy	5,125 +246	+5%	+$14.8K	﹤0.01%	1116
2025 Q1	$294K	Sell	4,879 -483	-9%	-$30K	﹤0.01%	1058
2024 Q4	$313K	Sell	5,362 -401	-7%	-$23.8K	﹤0.01%	1034
2024 Q3	$332K	Buy	5,763 +1,035	+22%	+$59.1K	﹤0.01%	849
2024 Q2	$265K	Sell	4,728 -625	-12%	-$35K	﹤0.01%	754
2024 Q1	$314K	Buy	+5,353	New	+$302K	﹤0.01%	578

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

Kovitz Investment Group Partners's IHI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares US Medical Devices ETF (IHI) in Q4 2025, closing a stake of 4,165 shares — an estimated $250K sold.

Kovitz Investment Group Partners first reported a position in IHI in Q1 2024 and held it in 7 quarters. The position peaked at $332K in Q3 2024. 555 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares US Medical Devices ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 4,165 iShares US Medical Devices ETF shares in Q4 2025, an estimated $250K.
Kovitz Investment Group Partners first reported a position in iShares US Medical Devices ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's iShares US Medical Devices ETF position peaked at $332K in Q3 2024.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.