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

KWB Wealth’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	-4,304	Closed	-$259K	–	151
2025 Q2	$259K	Sell	4,304 -2,468	-36%	-$148K	0.03%	133
2025 Q1	$395K	Buy	+6,772	New	+$421K	0.05%	109

Other funds holding IHI

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWB Wealth's IHI Position: Q3 2025 in Review

KWB Wealth sold out of iShares US Medical Devices ETF (IHI) in Q3 2025, closing a stake of 4,304 shares — an estimated $259K sold.

KWB Wealth first reported a position in IHI in Q1 2025 and held it in 2 quarters. The position peaked at $395K in Q1 2025. 525 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

KWB Wealth reported no remaining iShares US Medical Devices ETF position as of Q3 2025 after selling out during the quarter.
KWB Wealth sold 4,304 iShares US Medical Devices ETF shares in Q3 2025, an estimated $259K.
KWB Wealth first reported a position in iShares US Medical Devices ETF in Q1 2025 and held it in 2 quarters.
KWB Wealth's iShares US Medical Devices ETF position peaked at $395K in Q1 2025.
525 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on KWB Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.