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 $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

Sage Mountain Advisors's IHI Position: Q2 2025 in Review

Sage Mountain Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 295 shares — an estimated $17.8K sold.

Sage Mountain Advisors first reported a position in IHI in Q1 2021 and held it in 11 quarters. The position peaked at $17.8K in Q1 2025. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Sage Mountain Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Sage Mountain Advisors sold 295 iShares US Medical Devices ETF shares in Q2 2025, an estimated $17.8K.
Sage Mountain Advisors first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 11 quarters.
Sage Mountain Advisors's iShares US Medical Devices ETF position peaked at $17.8K in Q1 2025.
547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.