Thrive Capital Management (Pennsylvania)’s iShares US Medical Devices ETF IHI Stock Holding History

Thrive Capital Management (Pennsylvania)’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	-3,873	Closed	-$243K	–	174
2025 Q2	$243K	Buy	+3,873	New	+$233K	0.08%	156
2024 Q4	–	Sell	-8,704	Closed	-$516K	–	131
2024 Q3	$516K	Sell	8,704 -81	-0.9%	-$4.63K	0.24%	120
2024 Q2	$492K	Buy	+8,785	New	+$492K	0.23%	128
2024 Q1	–	Sell	-34,316	Closed	-$1.85M	–	160
2023 Q4	$1.85M	Sell	34,316 -2,276	-6%	-$111K	0.99%	34
2023 Q3	$1.77M	Buy	36,592 +7,045	+24%	+$375K	0.98%	33
2023 Q2	$1.67M	Sell	29,547 -1,399	-5%	-$77.1K	0.95%	32
2023 Q1	$1.64M	Sell	30,946 -1,031	-3%	-$54.9K	1.04%	28
2022 Q4	$1.68M	Sell	31,977 -2,672	-8%	-$136K	1.1%	25
2022 Q3	$1.64M	Sell	34,649 -1,597	-4%	-$82.9K	1.11%	28
2022 Q2	$1.83M	Sell	36,246 -920	-2%	-$50.1K	1.27%	21
2022 Q1	$2.27M	Buy	37,166 +13,826	+59%	+$824K	1.37%	21
2021 Q4	$1.54M	Buy	+23,340	New	+$1.49M	1%	23

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s IHI Position: Q3 2025 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares US Medical Devices ETF (IHI) in Q3 2025, closing a stake of 3,873 shares — an estimated $243K sold.

Thrive Capital Management (Pennsylvania) first reported a position in IHI in Q4 2021 and held it in 12 quarters. The position peaked at $2.27M in Q1 2022. 526 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

Thrive Capital Management (Pennsylvania) reported no remaining iShares US Medical Devices ETF position as of Q3 2025 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 3,873 iShares US Medical Devices ETF shares in Q3 2025, an estimated $243K.
Thrive Capital Management (Pennsylvania) first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 12 quarters.
Thrive Capital Management (Pennsylvania)'s iShares US Medical Devices ETF position peaked at $2.27M in Q1 2022.
526 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q3 2025, filed 28 Oct 2025.