Laurel Wealth Advisors (North Carolina)’s iShares US Medical Devices ETF IHI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-36	Closed	-$2.1K	–	718
2024 Q4	$2.1K	Hold	36	–	–	﹤0.01%	624
2024 Q3	$2.13K	Hold	36	–	–	﹤0.01%	581
2024 Q2	$2.02K	Hold	36	–	–	﹤0.01%	552
2024 Q1	$2.11K	Hold	36	–	–	﹤0.01%	544
2023 Q4	$1.94K	Hold	36	–	–	﹤0.01%	509
2023 Q3	$1.75K	Hold	36	–	–	﹤0.01%	515
2023 Q2	$2.03K	Hold	36	–	–	﹤0.01%	516
2023 Q1	$1.94K	Hold	36	–	–	﹤0.01%	516
2022 Q4	$1.89K	Hold	36	–	–	﹤0.01%	489
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	481
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	535
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	584
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	585
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	594
2021 Q2	$2K	Hold	36	–	–	﹤0.01%	670
2021 Q1	$2K	Hold	36	–	–	﹤0.01%	605
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	547
2020 Q3	$2K	Buy	+36	New	+$1.74K	﹤0.01%	480

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IHI Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 36 shares — an estimated $2.1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IHI in Q3 2020 and held it in 18 quarters. The position peaked at $2.13K in Q3 2024. 558 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 36 iShares US Medical Devices ETF shares in Q1 2025, an estimated $2.1K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Medical Devices ETF in Q3 2020 and held it in 18 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares US Medical Devices ETF position peaked at $2.13K in Q3 2024.
558 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.