MassMutual Private Wealth & Trust’s iShares US Medical Devices ETF IHI Stock Holding History

MassMutual Private Wealth & Trust’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	-23	Closed	-$1.34K	–	2415
2024 Q4	$1.34K	Hold	23	–	–	﹤0.01%	1944
2024 Q3	$1.36K	Buy	+23	New	+$1.31K	﹤0.01%	1763
2022 Q1	–	Sell	-1,897	Closed	-$125K	–	1575
2021 Q4	$125K	Buy	1,897 +91	+5%	+$5.83K	﹤0.01%	380
2021 Q3	$113K	Hold	1,806	–	–	﹤0.01%	384
2021 Q2	$109K	Sell	1,806 -54	-3%	-$3.12K	﹤0.01%	388
2021 Q1	$102K	Buy	1,860 +54	+3%	+$3K	﹤0.01%	381
2020 Q4	$99K	Buy	+1,806	New	+$94.4K	0.01%	391
2020 Q3	–	Sell	-84	Closed	-$4K	–	776
2020 Q2	$4K	Sell	84 -132	-61%	-$5.64K	﹤0.01%	622
2020 Q1	$8K	Hold	216	–	–	﹤0.01%	539
2019 Q4	$10K	Hold	216	–	–	﹤0.01%	620
2019 Q3	$9K	Hold	216	–	–	﹤0.01%	607
2019 Q2	$9K	Hold	216	–	–	﹤0.01%	590
2019 Q1	$8.34K	Hold	216	–	–	﹤0.01%	619
2018 Q4	$7.19K	Sell	216 -210	-49%	-$7.27K	﹤0.01%	614
2018 Q3	$16.2K	Hold	426	–	–	﹤0.01%	539
2018 Q2	$14.2K	Hold	426	–	–	﹤0.01%	553
2018 Q1	$13.1K	Hold	426	–	–	﹤0.01%	559
2017 Q4	$12.3K	Hold	426	–	–	﹤0.01%	587
2017 Q3	$11.9K	Hold	426	–	–	﹤0.01%	738
2017 Q2	$11.8K	Hold	426	–	–	﹤0.01%	706
2017 Q1	$10.8K	Buy	426 +78	+22%	+$1.89K	﹤0.01%	694
2016 Q4	$7.72K	Buy	+348	New	+$7.9K	﹤0.01%	496
2016 Q2	$7.86K	Hold	348	–	–	﹤0.01%	528
2016 Q1	$7.1K	Hold	348	–	–	﹤0.01%	584
2015 Q4	$7.1K	Buy	+348	New	+$6.96K	﹤0.01%	528
2015 Q2	–	Sell	-348	Closed	-$6.98K	–	776
2015 Q1	$6.98K	Buy	+348	New	+$6.79K	﹤0.01%	548

Other funds holding IHI

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's IHI Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 23 shares — an estimated $1.34K sold.

MassMutual Private Wealth & Trust first reported a position in IHI in Q1 2015 and held it in 26 quarters. The position peaked at $125K in Q4 2021. 560 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 23 iShares US Medical Devices ETF shares in Q1 2025, an estimated $1.34K.
MassMutual Private Wealth & Trust first reported a position in iShares US Medical Devices ETF in Q1 2015 and held it in 26 quarters.
MassMutual Private Wealth & Trust's iShares US Medical Devices ETF position peaked at $125K in Q4 2021.
560 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.