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Schwarz Dygos Wheeler Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Schwarz Dygos Wheeler Investment 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
Q3 		– Sell
-10,014
Closed -$627K – 165
2025
Q2 		$627K Hold
10,014
– – 0.14% 97
2025
Q1 		$603K Hold
10,014
– – 0.14% 98
2024
Q4 		$584K Buy
+10,014
New +$595K 0.14% 99

Other funds holding IHI

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's IHI Position: Q3 2025 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2025, closing a stake of 10,014 shares — an estimated $627K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in IHI in Q4 2024 and held it in 3 quarters. The position peaked at $627K in Q2 2025. 525 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2025 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 10,014 iShares US Medical Devices ETF shares in Q3 2025, an estimated $627K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares US Medical Devices ETF in Q4 2024 and held it in 3 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's iShares US Medical Devices ETF position peaked at $627K in Q2 2025.
  • 525 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.