Paladin Advisory Group’s iShares US Medical Devices ETF IHI Stock Holding History

Paladin Advisory 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 Q3	–	Sell	-1,020	Closed	-$63.9K	–	249
2025 Q2	$63.9K	Hold	1,020	–	–	0.05%	132
2025 Q1	$61.4K	Hold	1,020	–	–	0.05%	137
2024 Q4	$59.5K	Hold	1,020	–	–	0.05%	141
2024 Q3	$60.4K	Hold	1,020	–	–	0.04%	140
2024 Q2	$56.3K	Hold	1,020	–	–	0.04%	140
2024 Q1	$59K	Hold	1,020	–	–	0.05%	134
2023 Q4	$55K	Sell	1,020 -1,002	-50%	-$48.9K	0.05%	136
2023 Q3	$98.1K	Sell	2,022 -666	-25%	-$35.4K	0.08%	119
2023 Q2	$152K	Hold	2,688	–	–	0.12%	103
2023 Q1	$145K	Buy	+2,688	New	+$143K	0.12%	107
2022 Q2	–	Sell	-2,688	Closed	-$147K	–	381
2022 Q1	$165K	Buy	+2,688	New	+$160K	0.13%	105

Other funds holding IHI

MMH

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

HIIFS

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

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

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

Paladin Advisory Group's IHI Position: Q3 2025 in Review

Paladin Advisory Group sold out of iShares US Medical Devices ETF (IHI) in Q3 2025, closing a stake of 1,020 shares — an estimated $63.9K sold.

Paladin Advisory Group first reported a position in IHI in Q1 2022 and held it in 11 quarters. The position peaked at $165K in Q1 2022. 526 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

Paladin Advisory Group reported no remaining iShares US Medical Devices ETF position as of Q3 2025 after selling out during the quarter.
Paladin Advisory Group sold 1,020 iShares US Medical Devices ETF shares in Q3 2025, an estimated $63.9K.
Paladin Advisory Group first reported a position in iShares US Medical Devices ETF in Q1 2022 and held it in 11 quarters.
Paladin Advisory Group's iShares US Medical Devices ETF position peaked at $165K in Q1 2022.
526 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Paladin Advisory Group's 13F filing for Q3 2025, filed 5 Nov 2025.