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
2023 Q1	–	Sell	-2,688	Closed	-$141K	–	366
2022 Q4	$141K	Hold	2,688	–	–	0.12%	109
2022 Q3	$126K	Hold	2,688	–	–	0.12%	109
2022 Q2	$135K	Buy	+2,688	New	+$147K	0.12%	110
2022 Q1	–	Sell	-2,688	Closed	-$177K	–	379
2021 Q4	$177K	Buy	+2,688	New	+$172K	0.14%	102

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 $14.7B AUM 47% 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

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. 525 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.
525 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.