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Newbridge Financial Services Group’s iShares US Medical Devices ETF IHI Stock Holding History

Newbridge Financial Services Group’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
-107
Closed -$6.23K – 1102
2024
Q4 		$6.23K Buy
+107
New +$6.36K ﹤0.01% 832
2024
Q3 		– Sell
-106
Closed -$5.96K – 861
2024
Q2 		$5.96K Sell
106
-1,673
-94% -$93.6K ﹤0.01% 808
2024
Q1 		$104K Sell
1,779
-1,232
-41% -$69.6K 0.05% 284
2023
Q4 		$162K Sell
3,011
-1,773
-37% -$86.6K 0.08% 216
2023
Q3 		$232K Sell
4,784
-705
-13% -$37.5K 0.12% 175
2023
Q2 		$310K Sell
5,489
-151
-3% -$8.32K 0.15% 139
2023
Q1 		$304K Buy
5,640
+231
+4% +$12.3K 0.16% 137
2022
Q4 		$284K Sell
5,409
-991
-15% -$50.3K 0.16% 133
2022
Q3 		$302K Sell
6,400
-120
-2% -$6.23K 0.18% 125
2022
Q2 		$329K Sell
6,520
-1,267
-16% -$69.1K 0.2% 106
2022
Q1 		$475K Sell
7,787
-304
-4% -$18.1K 0.23% 92
2021
Q4 		$533K Buy
8,091
+1,189
+17% +$76.1K 0.25% 82
2021
Q3 		$433K Buy
6,902
+4,742
+220% +$303K 0.27% 87
2021
Q2 		$130K Buy
2,160
+756
+54% +$43.7K 0.08% 234
2021
Q1 		$77K Buy
1,404
+198
+16% +$11K 0.06% 300
2020
Q4 		$66K Buy
1,206
+282
+31% +$14.7K 0.05% 274
2020
Q3 		$46K Buy
+924
New +$44.7K 0.05% 334

Other funds holding IHI

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return