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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 – 856
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

Menora Mivtachim Holdings
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Newbridge Financial Services Group's IHI Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 107 shares — an estimated $6.23K sold.

Newbridge Financial Services Group first reported a position in IHI in Q3 2020 and held it in 17 quarters. The position peaked at $533K in Q4 2021. 560 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 107 iShares US Medical Devices ETF shares in Q1 2025, an estimated $6.23K.
  • Newbridge Financial Services Group first reported a position in iShares US Medical Devices ETF in Q3 2020 and held it in 17 quarters.
  • Newbridge Financial Services Group's iShares US Medical Devices ETF position peaked at $533K in Q4 2021.
  • 560 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.