Moneta Group Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Moneta Group Investment 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 Q1	–	Sell	-4,560	Closed	-$266K	–	683
2024 Q4	$266K	Buy	4,560 +984	+28%	+$58.5K	﹤0.01%	562
2024 Q3	$212K	Buy	+3,576	New	+$204K	﹤0.01%	608
2018 Q2	–	Sell	-750	Closed	-$23K	–	504
2018 Q1	$23K	Buy	+750	New	+$23.1K	﹤0.01%	381

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 $14.7B AUM 47% 1-Year Est. Return

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

Moneta Group Investment Advisors's IHI Position: Q1 2025 in Review

Moneta Group Investment Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 4,560 shares — an estimated $266K sold.

Moneta Group Investment Advisors first reported a position in IHI in Q1 2018 and held it in 3 quarters. The position peaked at $266K in Q4 2024. 558 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

Moneta Group Investment Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 4,560 iShares US Medical Devices ETF shares in Q1 2025, an estimated $266K.
Moneta Group Investment Advisors first reported a position in iShares US Medical Devices ETF in Q1 2018 and held it in 3 quarters.
Moneta Group Investment Advisors's iShares US Medical Devices ETF position peaked at $266K in Q4 2024.
558 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.