TD Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

TD Capital 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 Q1	–	Sell	-81	Closed	-$4.75K	–	705
2024 Q4	$4.75K	Hold	81	–	–	﹤0.01%	357
2024 Q3	$4.81K	Hold	81	–	–	﹤0.01%	341
2024 Q2	$4.54K	Hold	81	–	–	﹤0.01%	324
2024 Q1	$4.75K	Hold	81	–	–	﹤0.01%	328
2023 Q4	$4.37K	Hold	81	–	–	﹤0.01%	333
2023 Q3	$3.91K	Hold	81	–	–	﹤0.01%	340
2023 Q2	$4.55K	Hold	81	–	–	﹤0.01%	341
2023 Q1	$4.35K	Hold	81	–	–	﹤0.01%	333
2022 Q4	$4.23K	Buy	81 +1	+1%	+$51	﹤0.01%	305
2022 Q3	$4K	Buy	+80	New	+$4.15K	﹤0.01%	285
2022 Q1	–	Sell	-80	Closed	-$5K	–	218
2021 Q4	$5K	Sell	80 -95	-54%	-$6.08K	﹤0.01%	308
2021 Q3	$11K	Buy	175 +1	+0.6%	+$64	﹤0.01%	247
2021 Q2	$11K	Hold	174	–	–	﹤0.01%	236
2021 Q1	$10K	Hold	174	–	–	﹤0.01%	227
2020 Q4	$10K	Hold	174	–	–	﹤0.01%	202
2020 Q3	$9K	Hold	174	–	–	﹤0.01%	180
2020 Q2	$8K	Hold	174	–	–	﹤0.01%	175
2020 Q1	$7K	Hold	174	–	–	﹤0.01%	171
2019 Q4	$8K	Buy	+174	New	+$7.31K	﹤0.01%	185

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Capital Management's IHI Position: Q1 2025 in Review

TD Capital Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 81 shares — an estimated $4.75K sold.

TD Capital Management first reported a position in IHI in Q4 2019 and held it in 19 quarters. The position peaked at $11K in Q3 2021. 560 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

TD Capital Management reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
TD Capital Management sold 81 iShares US Medical Devices ETF shares in Q1 2025, an estimated $4.75K.
TD Capital Management first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 19 quarters.
TD Capital Management's iShares US Medical Devices ETF position peaked at $11K in Q3 2021.
560 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on TD Capital Management's 13F filing for Q1 2025, filed 14 May 2025.