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

Marcum 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 Q1	$206K	Sell	3,429 -148	-4%	-$9.19K	0.02%	363
2024 Q4	$209K	Sell	3,577 -24	-0.7%	-$1.43K	0.02%	355
2024 Q3	$213K	Sell	3,601 -44	-1%	-$2.51K	0.02%	352
2024 Q2	$204K	Sell	3,645 -93	-2%	-$5.21K	0.02%	335
2024 Q1	$219K	Sell	3,738 -241	-6%	-$13.6K	0.02%	325
2023 Q4	$215K	Sell	3,979 -168	-4%	-$8.21K	0.02%	324
2023 Q3	$201K	Sell	4,147 -265	-6%	-$14.1K	0.02%	320
2023 Q2	$249K	Sell	4,412 -102	-2%	-$5.62K	0.03%	281
2023 Q1	$244K	Sell	4,514 -293	-6%	-$15.6K	0.03%	287
2022 Q4	$253K	Sell	4,807 -581	-11%	-$29.5K	0.03%	270
2022 Q3	$254K	Sell	5,388 -22	-0.4%	-$1.14K	0.04%	260
2022 Q2	$273K	Buy	5,410 +693	+15%	+$37.8K	0.04%	251
2022 Q1	$288K	Hold	4,717	–	–	0.04%	250
2021 Q4	$311K	Buy	4,717 +1	+0%	+$64	0.04%	250
2021 Q3	$296K	Buy	4,716 +48	+1%	+$3.06K	0.05%	239
2021 Q2	$281K	Sell	4,668 -24	-0.5%	-$1.39K	0.05%	229
2021 Q1	$258K	Buy	+4,692	New	+$260K	0.04%	243

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 $20.6B AUM 59.59% 1-Year Est. Return

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

Marcum Wealth's IHI Position: Q1 2025 in Review

Marcum Wealth reduced its iShares US Medical Devices ETF (IHI) stake by 4.1% in Q1 2025, selling an estimated $9.19K and leaving 3,429 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #363.

Marcum Wealth first reported a position in IHI in Q1 2021 and has held it in 17 quarters since. The position peaked at $311K in Q4 2021. 558 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

Marcum Wealth held 3,429 shares of iShares US Medical Devices ETF worth $206K as of Q1 2025.
Marcum Wealth sold 148 iShares US Medical Devices ETF shares in Q1 2025, an estimated $9.19K.
iShares US Medical Devices ETF made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #363 holding.
Marcum Wealth first reported a position in iShares US Medical Devices ETF in Q1 2021 and has held it in 17 quarters since.
Marcum Wealth's iShares US Medical Devices ETF position peaked at $311K in Q4 2021.
558 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.