PSI Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

PSI Advisors’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	–	Sell	-77	Closed	-$4.48K	–	840
2024 Q4	$4.48K	Hold	77	–	–	﹤0.01%	640
2024 Q3	$4.54K	Sell	77 -76	-50%	-$4.34K	﹤0.01%	670
2024 Q2	$8.57K	Hold	153	–	–	﹤0.01%	539
2024 Q1	$8.95K	Hold	153	–	–	﹤0.01%	504
2023 Q4	$8.24K	Buy	153 +1	+0.7%	+$49	﹤0.01%	544
2023 Q3	$7.38K	Hold	152	–	–	﹤0.01%	537
2023 Q2	$8.59K	Hold	152	–	–	﹤0.01%	512
2023 Q1	$8.2K	Hold	152	–	–	﹤0.01%	464
2022 Q4	$7.99K	Buy	152 +1	+0.7%	+$51	﹤0.01%	462
2022 Q3	$7K	Hold	151	–	–	﹤0.01%	489
2022 Q2	$8K	Hold	151	–	–	﹤0.01%	498
2022 Q1	$9K	Hold	151	–	–	﹤0.01%	485
2021 Q4	$10K	Hold	151	–	–	﹤0.01%	498
2021 Q3	$9K	Buy	+151	New	+$9.63K	﹤0.01%	506
2020 Q1	–	Sell	-150	Closed	-$6K	–	321
2019 Q4	$6K	Buy	+150	New	+$6.3K	﹤0.01%	525

Other funds holding IHI

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

LPL Financial San Diego, California $376B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

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 $528B AUM 27.57% 1-Year Est. Return