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Tortoise Investment Management’s iShares US Medical Devices ETF IHI Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-135
Closed -$8.11K – 794
2025
Q3 		$8.11K Sell
135
-165
-55% -$10.1K ﹤0.01% 637
2025
Q2 		$18.8K Buy
+300
New +$18K ﹤0.01% 517

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Tortoise Investment Management's IHI Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2025, closing a stake of 135 shares — an estimated $8.11K sold.

Tortoise Investment Management first reported a position in IHI in Q2 2025 and held it in 2 quarters. The position peaked at $18.8K in Q2 2025. 555 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

  • Tortoise Investment Management reported no remaining iShares US Medical Devices ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 135 iShares US Medical Devices ETF shares in Q4 2025, an estimated $8.11K.
  • Tortoise Investment Management first reported a position in iShares US Medical Devices ETF in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's iShares US Medical Devices ETF position peaked at $18.8K in Q2 2025.
  • 555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.