Moloney Securities Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Moloney Securities Asset Management’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	$252K	Sell	4,196 -90	-2%	-$5.5K	0.03%	394
2025 Q2	$268K	Hold	4,286	–	–	0.03%	384
2025 Q1	$258K	Hold	4,286	–	–	0.03%	387
2024 Q4	$250K	Sell	4,286 -552	-11%	-$32.8K	0.03%	379
2024 Q3	$287K	Sell	4,838 -1,812	-27%	-$103K	0.04%	367
2024 Q2	$373K	Hold	6,650	–	–	0.05%	314
2024 Q1	$390K	Sell	6,650 -450	-6%	-$25.4K	0.06%	300
2023 Q4	$383K	Hold	7,100	–	–	0.06%	296
2023 Q3	$344K	Sell	7,100 -390	-5%	-$20.7K	0.06%	290
2023 Q2	$423K	Sell	7,490 -986	-12%	-$54.3K	0.07%	259
2023 Q1	$458K	Hold	8,476	–	–	0.09%	254
2022 Q4	$446K	Hold	8,476	–	–	0.1%	233
2022 Q3	$400K	Sell	8,476 -150	-2%	-$7.78K	0.1%	230
2022 Q2	$435K	Hold	8,626	–	–	0.1%	218
2022 Q1	$526K	Sell	8,626 -1,290	-13%	-$76.9K	0.1%	219
2021 Q4	$653K	Sell	9,916 -230	-2%	-$14.7K	0.11%	209
2021 Q3	$637K	Sell	10,146 -210	-2%	-$13.4K	0.12%	211
2021 Q2	$623K	Sell	10,356 -42	-0.4%	-$2.43K	0.11%	213
2021 Q1	$573K	Hold	10,398	–	–	0.11%	211
2020 Q4	$567K	Buy	10,398 +1,182	+13%	+$61.8K	0.13%	191
2020 Q3	$460K	Buy	9,216 +1,074	+13%	+$52K	0.12%	183
2020 Q2	$359K	Buy	8,142 +450	+6%	+$19.2K	0.1%	196
2020 Q1	$289K	Sell	7,692 -1,866	-20%	-$78.6K	0.1%	196
2019 Q4	$421K	Hold	9,558	–	–	0.13%	193
2019 Q3	$394K	Sell	9,558 -20,424	-68%	-$836K	0.13%	186
2019 Q2	$1.2M	Buy	29,982 +630	+2%	+$23.8K	0.4%	69
2019 Q1	$1.13M	Buy	29,352 +21,594	+278%	+$784K	0.39%	73
2018 Q4	$258K	Hold	7,758	–	–	0.11%	211
2018 Q3	$294K	Hold	7,758	–	–	0.1%	214
2018 Q2	$259K	Sell	7,758 -750	-9%	-$24.4K	0.1%	232
2018 Q1	$262K	Hold	8,508	–	–	0.11%	226
2017 Q4	$246K	Hold	8,508	–	–	0.1%	215
2017 Q3	$237K	Hold	8,508	–	–	0.11%	221
2017 Q2	$236K	Sell	8,508 -600	-7%	-$15.9K	0.12%	204
2017 Q1	$230K	Hold	9,108	–	–	0.12%	208
2016 Q4	$202K	Buy	+9,108	New	+$207K	0.12%	193

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

Moloney Securities Asset Management's IHI Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its iShares US Medical Devices ETF (IHI) stake by 2.1% in Q3 2025, selling an estimated $5.5K and leaving 4,196 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #394.

Moloney Securities Asset Management first reported a position in IHI in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.2M in Q2 2019. 525 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

Moloney Securities Asset Management held 4,196 shares of iShares US Medical Devices ETF worth $252K as of Q3 2025.
Moloney Securities Asset Management sold 90 iShares US Medical Devices ETF shares in Q3 2025, an estimated $5.5K.
iShares US Medical Devices ETF made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #394 holding.
Moloney Securities Asset Management first reported a position in iShares US Medical Devices ETF in Q4 2016 and has held it in 36 quarters since.
Moloney Securities Asset Management's iShares US Medical Devices ETF position peaked at $1.2M in Q2 2019.
525 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.