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

Sage Mountain 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 Q2	–	Sell	-295	Closed	-$17.8K	–	527
2025 Q1	$17.8K	Buy	+295	New	+$18.3K	﹤0.01%	458
2023 Q3	–	Sell	-96	Closed	-$5.42K	–	374
2023 Q2	$5.42K	Hold	96	–	–	﹤0.01%	335
2023 Q1	$5.18K	Hold	96	–	–	﹤0.01%	320
2022 Q4	$5.05K	Sell	96 -162	-63%	-$8.22K	﹤0.01%	276
2022 Q3	$12K	Hold	258	–	–	﹤0.01%	344
2022 Q2	$13K	Hold	258	–	–	﹤0.01%	577
2022 Q1	$16K	Hold	258	–	–	﹤0.01%	592
2021 Q4	$17K	Hold	258	–	–	﹤0.01%	655
2021 Q3	$16K	Hold	258	–	–	﹤0.01%	555
2021 Q2	$16K	Hold	258	–	–	﹤0.01%	508
2021 Q1	$14K	Buy	+258	New	+$14.3K	﹤0.01%	442

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return