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

Tocqueville 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 Q1	–	Sell	-40,305	Closed	-$2.35M	–	535
2024 Q4	$2.35M	Buy	+40,305	New	+$2.4M	0.04%	260
2020 Q2	–	Sell	-120,000	Closed	-$4.51M	–	665
2020 Q1	$4.51M	Buy	+120,000	New	+$5.05M	0.11%	178

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

Tocqueville Asset Management's IHI Position: Q1 2025 in Review

Tocqueville Asset Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 40,305 shares — an estimated $2.35M sold.

Tocqueville Asset Management first reported a position in IHI in Q1 2020 and held it in 2 quarters. The position peaked at $4.51M in Q1 2020. 560 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

Tocqueville Asset Management reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
Tocqueville Asset Management sold 40,305 iShares US Medical Devices ETF shares in Q1 2025, an estimated $2.35M.
Tocqueville Asset Management first reported a position in iShares US Medical Devices ETF in Q1 2020 and held it in 2 quarters.
Tocqueville Asset Management's iShares US Medical Devices ETF position peaked at $4.51M in Q1 2020.
560 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Tocqueville Asset Management's 13F filing for Q1 2025, filed 13 May 2025.