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Orion Portfolio Solutions’s iShares US Medical Devices ETF IHI Stock Holding History

Orion Portfolio Solutions’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 		$1.21M Buy
20,092
+608
+3% +$37.8K 0.01% 979
2024
Q4 		$1.14M Buy
19,484
+496
+3% +$29.5K 0.01% 976
2024
Q3 		$1.12M Buy
18,988
+967
+5% +$55.2K 0.01% 994
2024
Q2 		$1.01M Buy
18,021
+793
+5% +$44.4K 0.01% 985
2024
Q1 		$1.01M Sell
17,228
-3,003
-15% -$170K 0.01% 979
2023
Q4 		$1.1M Sell
20,231
-1,470
-7% -$71.8K 0.01% 902
2023
Q3 		$1.05M Sell
21,701
-1,198
-5% -$63.7K 0.01% 912
2023
Q2 		$1.29M Buy
22,899
+2,158
+10% +$119K 0.01% 837
2023
Q1 		$1.12M Sell
20,741
-393
-2% -$20.9K 0.01% 825
2022
Q4 		$1.11M Buy
21,134
+1,323
+7% +$67.1K 0.04% 281
2022
Q3 		$935K Sell
19,811
-5,007
-20% -$260K 0.04% 283
2022
Q2 		$1.25M Buy
24,818
+1,970
+9% +$107K 0.05% 216
2022
Q1 		$1.39M Buy
22,848
+472
+2% +$28.1K 0.05% 219
2021
Q4 		$1.47M Buy
22,376
+165
+0.7% +$10.6K 0.05% 216
2021
Q3 		$1.39M Buy
22,211
+821
+4% +$52.4K 0.05% 210
2021
Q2 		$1.29M Sell
21,390
-2,208
-9% -$128K 0.05% 196
2021
Q1 		$1.3M Buy
23,598
+96
+0.4% +$5.32K 0.06% 169
2020
Q4 		$1.28M Sell
23,502
-2,262
-9% -$118K 0.06% 174
2020
Q3 		$1.29M Sell
25,764
-2,010
-7% -$97.3K 0.07% 159
2020
Q2 		$1.23M Sell
27,774
-4,884
-15% -$209K 0.07% 136
2020
Q1 		$1.23M Sell
32,658
-5,052
-13% -$213K 0.08% 114
2019
Q4 		$1.66M Buy
+37,710
New +$1.59M 0.13% 104

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 $377B 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $570B AUM 27.57% 1-Year Est. Return

Orion Portfolio Solutions's IHI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares US Medical Devices ETF (IHI) stake by 3.1% in Q1 2025, buying an estimated $37.8K and bringing the position to 20,092 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #979.

Orion Portfolio Solutions first reported a position in IHI in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.66M in Q4 2019. 558 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

  • Orion Portfolio Solutions held 20,092 shares of iShares US Medical Devices ETF worth $1.21M as of Q1 2025.
  • Orion Portfolio Solutions bought 608 iShares US Medical Devices ETF shares in Q1 2025, an estimated $37.8K.
  • iShares US Medical Devices ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #979 holding.
  • Orion Portfolio Solutions first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's iShares US Medical Devices ETF position peaked at $1.66M in Q4 2019.
  • 558 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.