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Transcendent Capital Group’s iShares US Medical Devices ETF IHI Stock Holding History

Transcendent Capital Group’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
-2,202
Closed -$128K – 236
2024
Q4 		$128K Hold
2,202
– – 0.07% 122
2024
Q3 		$130K Hold
2,202
– – 0.07% 128
2024
Q2 		$123K Hold
2,202
– – 0.07% 120
2024
Q1 		$129K Hold
2,202
– – 0.07% 116
2023
Q4 		$119K Buy
+2,202
New +$108K 0.08% 98

Other funds holding IHI

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Transcendent Capital Group's IHI Position: Q1 2025 in Review

Transcendent Capital Group sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 2,202 shares — an estimated $128K sold.

Transcendent Capital Group first reported a position in IHI in Q4 2023 and held it in 5 quarters. The position peaked at $130K in Q3 2024. 560 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

  • Transcendent Capital Group reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 2,202 iShares US Medical Devices ETF shares in Q1 2025, an estimated $128K.
  • Transcendent Capital Group first reported a position in iShares US Medical Devices ETF in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's iShares US Medical Devices ETF position peaked at $130K in Q3 2024.
  • 560 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.