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

Optimum 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 Q3	$64.2K	Hold	1,068	–	–	0.03%	316
2025 Q2	$66.9K	Hold	1,068	–	–	0.03%	302
2025 Q1	$64.3K	Hold	1,068	–	–	0.03%	304
2024 Q4	$62.3K	Hold	1,068	–	–	0.03%	314
2024 Q3	$63.2K	Hold	1,068	–	–	0.03%	327
2024 Q2	$59.9K	Hold	1,068	–	–	0.03%	335
2024 Q1	$62.6K	Hold	1,068	–	–	0.03%	334
2023 Q4	$57.6K	Hold	1,068	–	–	0.03%	336
2023 Q3	$51.8K	Hold	1,068	–	–	0.03%	359
2023 Q2	$60.3K	Hold	1,068	–	–	0.03%	350
2023 Q1	$57.7K	Hold	1,068	–	–	0.03%	354
2022 Q4	$56.1K	Hold	1,068	–	–	0.03%	361
2022 Q3	$50K	Hold	1,068	–	–	0.03%	378
2022 Q2	$54K	Hold	1,068	–	–	0.03%	387
2022 Q1	$65K	Hold	1,068	–	–	0.03%	389
2021 Q4	$70K	Sell	1,068 -60	-5%	-$3.84K	0.03%	395
2021 Q3	$71K	Hold	1,128	–	–	0.03%	396
2021 Q2	$68K	Hold	1,128	–	–	0.02%	442
2021 Q1	$62K	Hold	1,128	–	–	0.02%	453
2020 Q4	$61K	Sell	1,128 -594	-34%	-$31.1K	0.02%	445
2020 Q3	$86K	Buy	1,722 +60	+4%	+$2.91K	0.03%	352
2020 Q2	$73K	Sell	1,662 -210	-11%	-$8.97K	0.03%	368
2020 Q1	$70K	Sell	1,872 -2,778	-60%	-$117K	0.03%	361
2019 Q4	$205K	Buy	4,650 +2,988	+180%	+$126K	0.06%	267
2019 Q3	$68K	Buy	1,662 +6	+0.4%	+$246	0.02%	449
2019 Q2	$67K	Hold	1,656	–	–	0.02%	448
2019 Q1	$64K	Hold	1,656	–	–	0.02%	460
2018 Q4	$55K	Sell	1,656 -366	-18%	-$12.7K	0.02%	453
2018 Q3	$77K	Buy	2,022 +366	+22%	+$13K	0.02%	445
2018 Q2	$55K	Buy	1,656 +6	+0.4%	+$195	0.02%	513
2018 Q1	$51K	Buy	+1,650	New	+$50.8K	0.02%	519
2015 Q1	$34K	Hold	1,674	–	–	0.01%	584
2014 Q4	$32K	Buy	1,674 +6	+0.4%	+$108	0.01%	607
2014 Q3	$30K	Hold	1,668	–	–	0.01%	566
2014 Q2	$28K	Buy	+1,668	New	+$27.3K	0.01%	601

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

HIIFS

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

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

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

Optimum Investment Advisors's IHI Position: Q3 2025 in Review

Optimum Investment Advisors held its iShares US Medical Devices ETF (IHI) position steady in Q3 2025 at 1,068 shares worth $64.2K. The position accounts for 0.03% of the portfolio, ranked #316.

Optimum Investment Advisors first reported a position in IHI in Q2 2014 and has held it in 35 quarters since. The position peaked at $205K in Q4 2019. 525 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

Optimum Investment Advisors held 1,068 shares of iShares US Medical Devices ETF worth $64.2K as of Q3 2025.
Optimum Investment Advisors left its iShares US Medical Devices ETF share count unchanged in Q3 2025.
iShares US Medical Devices ETF made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #316 holding.
Optimum Investment Advisors first reported a position in iShares US Medical Devices ETF in Q2 2014 and has held it in 35 quarters since.
Optimum Investment Advisors's iShares US Medical Devices ETF position peaked at $205K in Q4 2019.
525 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.