Secure Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Secure Asset Management’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	-5,184	Closed	-$312K	–	340
2025 Q1	$312K	Sell	5,184 -35	-0.7%	-$2.17K	0.06%	229
2024 Q4	$305K	Sell	5,219 -327	-6%	-$19.4K	0.05%	249
2024 Q3	$328K	Sell	5,546 -348	-6%	-$19.9K	0.06%	234
2024 Q2	$330K	Sell	5,894 -490	-8%	-$27.4K	0.06%	215
2024 Q1	$374K	Sell	6,384 -1,736	-21%	-$98K	0.09%	151
2023 Q4	$438K	Sell	8,120 -439	-5%	-$21.4K	0.12%	137
2023 Q3	$415K	Buy	8,559 +50	+0.6%	+$2.66K	0.12%	132
2023 Q2	$480K	Sell	8,509 -1,647	-16%	-$90.7K	0.15%	115
2023 Q1	$548K	Sell	10,156 -1,412	-12%	-$75.2K	0.18%	107
2022 Q4	$608K	Sell	11,568 -1,801	-13%	-$91.4K	0.22%	106
2022 Q3	$631K	Sell	13,369 -3,911	-23%	-$203K	0.35%	59
2022 Q2	$872K	Sell	17,280 -101	-0.6%	-$5.5K	0.48%	36
2022 Q1	$1.06M	Sell	17,381 -539	-3%	-$32.1K	0.48%	36
2021 Q4	$1.18M	Buy	+17,920	New	+$1.15M	0.48%	37

Other funds holding IHI

MMH

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 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HIIFS

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

Secure Asset Management's IHI Position: Q2 2025 in Review

Secure Asset Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 5,184 shares — an estimated $312K sold.

Secure Asset Management first reported a position in IHI in Q4 2021 and held it in 14 quarters. The position peaked at $1.18M in Q4 2021. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Secure Asset Management reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Secure Asset Management sold 5,184 iShares US Medical Devices ETF shares in Q2 2025, an estimated $312K.
Secure Asset Management first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 14 quarters.
Secure Asset Management's iShares US Medical Devices ETF position peaked at $1.18M in Q4 2021.
547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.