UMB Bank’s iShares US Medical Devices ETF IHI Stock Holding History

UMB Bank’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	-33	Closed	-$1.93K	–	2134
2024 Q4	$1.93K	Buy	+33	New	+$1.96K	﹤0.01%	1949
2023 Q2	–	Sell	-1,695	Closed	-$91.5K	–	1715
2023 Q1	$91.5K	Hold	1,695	–	–	﹤0.01%	716
2022 Q4	$89K	Hold	1,695	–	–	﹤0.01%	726
2022 Q3	$80K	Hold	1,695	–	–	﹤0.01%	764
2022 Q2	$85K	Hold	1,695	–	–	﹤0.01%	782
2022 Q1	$103K	Sell	1,695 -750	-31%	-$44.7K	﹤0.01%	777
2021 Q4	$161K	Buy	+2,445	New	+$157K	﹤0.01%	707

Other funds holding IHI

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 22.9% 1-Year Est. Return

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

UMB Bank's IHI Position: Q1 2025 in Review

UMB Bank sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 33 shares — an estimated $1.93K sold.

UMB Bank first reported a position in IHI in Q4 2021 and held it in 7 quarters. The position peaked at $161K in Q4 2021. 560 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

UMB Bank reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
UMB Bank sold 33 iShares US Medical Devices ETF shares in Q1 2025, an estimated $1.93K.
UMB Bank first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 7 quarters.
UMB Bank's iShares US Medical Devices ETF position peaked at $161K in Q4 2021.
560 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.