Martin Capital Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Martin Capital 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 Q4	–	Sell	-3,353	Closed	-$201K	–	74
2025 Q3	$201K	Sell	3,353 -192	-5%	-$11.7K	0.12%	74
2025 Q2	$222K	Hold	3,545	–	–	0.14%	69
2025 Q1	$213K	Hold	3,545	–	–	0.15%	65
2024 Q4	$207K	Hold	3,545	–	–	0.13%	67
2024 Q3	$210K	Buy	+3,545	New	+$202K	0.15%	66
2024 Q2	–	Sell	-3,545	Closed	-$208K	–	67
2024 Q1	$208K	Sell	3,545 -1,800	-34%	-$102K	0.16%	66
2023 Q4	$288K	Sell	5,345 -238	-4%	-$11.6K	0.24%	58
2023 Q3	$271K	Sell	5,583 -470	-8%	-$25K	0.26%	54
2023 Q2	$342K	Buy	6,053 +61	+1%	+$3.36K	0.31%	53
2023 Q1	$323K	Hold	5,992	–	–	0.33%	52
2022 Q4	$315K	Hold	5,992	–	–	0.35%	52
2022 Q3	$283K	Hold	5,992	–	–	0.42%	49
2022 Q2	$302K	Hold	5,992	–	–	0.27%	56
2022 Q1	$365K	Buy	5,992 +370	+7%	+$22.1K	0.25%	55
2021 Q4	$370K	Buy	+5,622	New	+$360K	0.23%	57

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Martin Capital Advisors's IHI Position: Q4 2025 in Review

Martin Capital Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2025, closing a stake of 3,353 shares — an estimated $201K sold.

Martin Capital Advisors first reported a position in IHI in Q4 2021 and held it in 15 quarters. The position peaked at $370K in Q4 2021. 553 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

Martin Capital Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2025 after selling out during the quarter.
Martin Capital Advisors sold 3,353 iShares US Medical Devices ETF shares in Q4 2025, an estimated $201K.
Martin Capital Advisors first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 15 quarters.
Martin Capital Advisors's iShares US Medical Devices ETF position peaked at $370K in Q4 2021.
553 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on Martin Capital Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.