Northwest Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Northwest Financial 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 Q3	–	Sell	-3,239	Closed	-$203K	–	101
2025 Q2	$203K	Sell	3,239 -830	-20%	-$49.9K	0.28%	90
2025 Q1	$245K	Hold	4,069	–	–	0.2%	100
2024 Q4	$237K	Buy	4,069 +1,658	+69%	+$98.5K	0.2%	101
2024 Q3	$143K	Buy	+2,411	New	+$138K	0.11%	126
2024 Q1	–	Sell	-2,411	Closed	-$130K	–	280
2023 Q4	$130K	Buy	+2,411	New	+$118K	0.11%	119

Other funds holding IHI

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwest Financial Advisors's IHI Position: Q3 2025 in Review

Northwest Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2025, closing a stake of 3,239 shares — an estimated $203K sold.

Northwest Financial Advisors first reported a position in IHI in Q4 2023 and held it in 5 quarters. The position peaked at $245K in Q1 2025. 526 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

Northwest Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2025 after selling out during the quarter.
Northwest Financial Advisors sold 3,239 iShares US Medical Devices ETF shares in Q3 2025, an estimated $203K.
Northwest Financial Advisors first reported a position in iShares US Medical Devices ETF in Q4 2023 and held it in 5 quarters.
Northwest Financial Advisors's iShares US Medical Devices ETF position peaked at $245K in Q1 2025.
526 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Northwest Financial Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.