Money Design’s iShares US Medical Devices ETF IHI Stock Holding History

Money Design’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 Q2	$2.58M	Sell	41,122 -1,003	-2%	-$60.3K	0.12%	60
2025 Q1	$2.54M	Sell	42,125 -5,660	-12%	-$352K	0.13%	60
2024 Q4	$2.79M	Sell	47,785 -7,587	-14%	-$451K	0.14%	59
2024 Q3	$3.28M	Sell	55,372 -9,625	-15%	-$550K	0.16%	62
2024 Q2	$3.64M	Sell	64,997 -9,711	-13%	-$544K	0.2%	54
2024 Q1	$4.38M	Sell	74,708 -14,706	-16%	-$831K	0.24%	54
2023 Q4	$4.83M	Sell	89,414 -19,001	-18%	-$928K	0.27%	59
2023 Q3	$5.26M	Sell	108,415 -37,645	-26%	-$2M	0.32%	56
2023 Q2	$8.25M	Sell	146,060 -53,337	-27%	-$2.94M	0.49%	52
2023 Q1	$10.8M	Sell	199,397 -51,588	-21%	-$2.75M	0.64%	52
2022 Q4	$13.2M	Sell	250,985 -28,814	-10%	-$1.46M	0.83%	42
2022 Q3	$13.2M	Buy	279,799 +45,489	+19%	+$2.36M	0.93%	36
2022 Q2	$11.8M	Buy	234,310 +41,617	+22%	+$2.27M	0.88%	35
2022 Q1	$11.7M	Buy	192,693 +30,124	+19%	+$1.8M	0.8%	41
2021 Q4	$10.8M	Buy	+162,569	New	+$10.4M	0.73%	44

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Money Design's IHI Position: Q2 2025 in Review

Money Design reduced its iShares US Medical Devices ETF (IHI) stake by 2.4% in Q2 2025, selling an estimated $60.3K and leaving 41,122 shares worth $2.58M. The position accounts for 0.12% of the portfolio, ranked #60.

Money Design first reported a position in IHI in Q4 2021 and has held it in 15 quarters since. The position peaked at $13.2M in Q3 2022. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Money Design held 41,122 shares of iShares US Medical Devices ETF worth $2.58M as of Q2 2025.
Money Design sold 1,003 iShares US Medical Devices ETF shares in Q2 2025, an estimated $60.3K.
iShares US Medical Devices ETF made up 0.12% of Money Design's portfolio in Q2 2025, its #60 holding.
Money Design first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 15 quarters since.
Money Design's iShares US Medical Devices ETF position peaked at $13.2M in Q3 2022.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.