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Lee, Danner & Bass’s iShares US Medical Devices ETF IHI Stock Holding History

Lee, Danner & Bass’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
-48
Closed -$2.8K – 462
2024
Q4 		$2.8K Buy
+48
New +$2.85K ﹤0.01% 652

Other funds holding IHI

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lee, Danner & Bass's IHI Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 48 shares — an estimated $2.8K sold.

Lee, Danner & Bass first reported a position in IHI in Q4 2024 and held it in 1 quarter. The position peaked at $2.8K in Q4 2024. 560 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 48 iShares US Medical Devices ETF shares in Q1 2025, an estimated $2.8K.
  • Lee, Danner & Bass first reported a position in iShares US Medical Devices ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares US Medical Devices ETF position peaked at $2.8K in Q4 2024.
  • 560 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.