Legend Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Legend Financial Advisors’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	-567	Closed	-$35.5K	–	92
2025 Q2	$35.5K	Buy	+567	New	+$34.1K	0.02%	66
2025 Q1	–	Sell	-685	Closed	-$40K	–	131
2024 Q4	$40K	Buy	685 +85	+14%	+$5.05K	0.03%	55
2024 Q3	$35.5K	Sell	600 -85	-12%	-$4.85K	0.02%	57
2024 Q2	$38.4K	Buy	685 +93	+16%	+$5.21K	0.03%	69
2024 Q1	$34.7K	Buy	592 +123	+26%	+$6.95K	0.03%	70
2023 Q4	$25.3K	Hold	469	–	–	0.02%	81
2023 Q3	$22.7K	Sell	469 -123	-21%	-$6.54K	0.02%	92
2023 Q2	$33.4K	Sell	592 -599	-50%	-$33K	0.03%	78
2023 Q1	$64.3K	Sell	1,191 -674	-36%	-$35.9K	0.05%	57
2022 Q4	$98K	Sell	1,865 -56,623	-97%	-$2.87M	0.09%	52
2022 Q3	$2.76M	Buy	58,488 +1,827	+3%	+$94.8K	2.59%	15
2022 Q2	$2.86M	Buy	56,661 +46,077	+435%	+$2.51M	2.95%	14
2022 Q1	$665K	Sell	10,584 -18,095	-63%	-$1.08M	0.42%	26
2021 Q4	$1.89M	Buy	28,679 +18,095	+171%	+$1.16M	1.32%	14
2021 Q3	$665K	Buy	10,584 +3,096	+41%	+$198K	0.42%	26
2021 Q2	$451K	Buy	+7,488	New	+$433K	0.29%	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

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

Legend Financial Advisors's IHI Position: Q3 2025 in Review

Legend Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2025, closing a stake of 567 shares — an estimated $35.5K sold.

Legend Financial Advisors first reported a position in IHI in Q2 2021 and held it in 16 quarters. The position peaked at $2.86M in Q2 2022. 525 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

Legend Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 567 iShares US Medical Devices ETF shares in Q3 2025, an estimated $35.5K.
Legend Financial Advisors first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 16 quarters.
Legend Financial Advisors's iShares US Medical Devices ETF position peaked at $2.86M in Q2 2022.
525 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.