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

Rise 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 Q4	–	Sell	-154	Closed	-$9.24K	–	726
2025 Q3	$9.24K	Hold	154	–	–	﹤0.01%	1028
2025 Q2	$9.63K	Hold	154	–	–	﹤0.01%	1017
2025 Q1	$9.24K	Buy	154 +1	+0.7%	+$62	﹤0.01%	1024
2024 Q4	$8.95K	Hold	153	–	–	﹤0.01%	1000
2024 Q3	$9.07K	Hold	153	–	–	﹤0.01%	1022
2024 Q2	$8.57K	Hold	153	–	–	﹤0.01%	1041
2024 Q1	$8.95K	Hold	153	–	–	﹤0.01%	1056
2023 Q4	$8.24K	Buy	153 +1	+0.7%	+$49	0.01%	343
2023 Q3	$7.38K	Hold	152	–	–	0.01%	339
2023 Q2	$8.59K	Hold	152	–	–	0.01%	357
2023 Q1	$8.2K	Hold	152	–	–	0.01%	391
2022 Q4	$7.99K	Hold	152	–	–	0.01%	383
2022 Q3	$7K	Buy	152 +1	+0.7%	+$52	0.01%	391
2022 Q2	$8K	Hold	151	–	–	0.01%	371
2022 Q1	$9K	Hold	151	–	–	0.01%	345
2021 Q4	$9.95K	Buy	+151	New	+$9.67K	0.01%	327

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Rise Advisors's IHI Position: Q4 2025 in Review

Rise Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2025, closing a stake of 154 shares — an estimated $9.24K sold.

Rise Advisors first reported a position in IHI in Q4 2021 and held it in 16 quarters. The position peaked at $9.95K in Q4 2021. 555 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

Rise Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 154 iShares US Medical Devices ETF shares in Q4 2025, an estimated $9.24K.
Rise Advisors first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's iShares US Medical Devices ETF position peaked at $9.95K in Q4 2021.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.