ORG Partners’s iShares US Medical Devices ETF IHI Stock Holding History

ORG Partners’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 Q4	$22.4K	Buy	360 +170	+89%	+$10.5K	﹤0.01%	773
2025 Q3	$11.4K	Hold	190	–	–	﹤0.01%	943
2025 Q2	$11.9K	Sell	190 -799	-81%	-$48K	﹤0.01%	870
2025 Q1	$59.3K	Buy	+989	New	+$61.4K	0.01%	460
2024 Q3	–	Sell	-1,404	Closed	-$80.2K	–	1267
2024 Q2	$77.5K	Buy	+1,404	New	+$78.6K	0.01%	683
2024 Q1	–	Sell	-1,918	Closed	-$104K	–	775
2023 Q4	$104K	Buy	+1,918	New	+$93.7K	0.02%	390
2023 Q3	–	Sell	-487	Closed	-$25.9K	–	1481
2023 Q2	$27.1K	Buy	+487	New	+$26.8K	﹤0.01%	808

Other funds holding IHI

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ORG Partners's IHI Position: Q4 2025 in Review

ORG Partners increased its iShares US Medical Devices ETF (IHI) stake by 89% in Q4 2025, buying an estimated $10.5K and bringing the position to 360 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

ORG Partners first reported a position in IHI in Q2 2023 and has held it in 7 quarters since. The position peaked at $104K in Q4 2023. 555 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

ORG Partners held 360 shares of iShares US Medical Devices ETF worth $22.4K as of Q4 2025.
ORG Partners bought 170 iShares US Medical Devices ETF shares in Q4 2025, an estimated $10.5K.
iShares US Medical Devices ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #773 holding.
ORG Partners first reported a position in iShares US Medical Devices ETF in Q2 2023 and has held it in 7 quarters since.
ORG Partners's iShares US Medical Devices ETF position peaked at $104K in Q4 2023.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.