Prosperity Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

Prosperity Financial 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 Q2	–	Sell	-3,694	Closed	-$222K	–	173
2025 Q1	$222K	Hold	3,694	–	–	0.11%	143
2024 Q4	$216K	Hold	3,694	–	–	0.11%	151
2024 Q3	$219K	Sell	3,694 -16	-0.4%	-$914	0.12%	138
2024 Q2	$208K	Hold	3,710	–	–	0.13%	131
2024 Q1	$217K	Sell	3,710 -700	-16%	-$39.5K	0.13%	128
2023 Q4	$238K	Hold	4,410	–	–	0.17%	109
2023 Q3	$214K	Sell	4,410 -500	-10%	-$26.6K	0.18%	100
2023 Q2	$277K	Sell	4,910 -600	-11%	-$33K	0.24%	92
2023 Q1	$297K	Hold	5,510	–	–	0.3%	72
2022 Q4	$290K	Buy	+5,510	New	+$280K	0.31%	64

Other funds holding IHI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Prosperity Financial Group's IHI Position: Q2 2025 in Review

Prosperity Financial Group sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 3,694 shares — an estimated $222K sold.

Prosperity Financial Group first reported a position in IHI in Q4 2022 and held it in 10 quarters. The position peaked at $297K in Q1 2023. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Prosperity Financial Group reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Prosperity Financial Group sold 3,694 iShares US Medical Devices ETF shares in Q2 2025, an estimated $222K.
Prosperity Financial Group first reported a position in iShares US Medical Devices ETF in Q4 2022 and held it in 10 quarters.
Prosperity Financial Group's iShares US Medical Devices ETF position peaked at $297K in Q1 2023.
547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Prosperity Financial Group's 13F filing for Q2 2025, filed 30 Jul 2025.