Lake Hills Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Lake Hills Wealth Management’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	-68,971	Closed	-$4.15M	–	57
2025 Q1	$4.15M	Sell	68,971 -7,026	-9%	-$436K	2.87%	15
2024 Q4	$4.43M	Buy	75,997 +5,266	+7%	+$313K	3.03%	13
2024 Q3	$4.19M	Sell	70,731 -3,494	-5%	-$200K	2.8%	13
2024 Q2	$4.16M	Buy	+74,225	New	+$4.15M	2.99%	14
2023 Q3	–	Sell	-15,701	Closed	-$886K	–	35
2023 Q2	$886K	Buy	+15,701	New	+$865K	0.97%	28

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $324B AUM 22.36% 1-Year Est. Return

Lake Hills Wealth Management's IHI Position: Q2 2025 in Review

Lake Hills Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 68,971 shares — an estimated $4.15M sold.

Lake Hills Wealth Management first reported a position in IHI in Q2 2023 and held it in 5 quarters. The position peaked at $4.43M in Q4 2024. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Lake Hills Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Lake Hills Wealth Management sold 68,971 iShares US Medical Devices ETF shares in Q2 2025, an estimated $4.15M.
Lake Hills Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2023 and held it in 5 quarters.
Lake Hills Wealth Management's iShares US Medical Devices ETF position peaked at $4.43M in Q4 2024.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Lake Hills Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.