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

Union Savings 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
Q2 		– Sell
-450
Closed -$27.1K – 295
2025
Q1 		$27.1K Hold
450
– – 0.01% 241
2024
Q4 		$26.3K Hold
450
– – 0.01% 239
2024
Q3 		$26.6K Hold
450
– – 0.01% 248
2024
Q2 		$25.2K Hold
450
– – 0.01% 247
2024
Q1 		$26.4K Hold
450
– – 0.01% 243
2023
Q4 		$24.3K Hold
450
– – 0.01% 246
2023
Q3 		$21.8K Hold
450
– – 0.01% 251
2023
Q2 		$25.2K Buy
+450
New +$24.8K 0.02% 240

Other funds holding IHI

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Union Savings Bank's IHI Position: Q2 2025 in Review

Union Savings Bank sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 450 shares — an estimated $27.1K sold.

Union Savings Bank first reported a position in IHI in Q2 2023 and held it in 8 quarters. The position peaked at $27.1K in Q1 2025. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

  • Union Savings Bank reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
  • Union Savings Bank sold 450 iShares US Medical Devices ETF shares in Q2 2025, an estimated $27.1K.
  • Union Savings Bank first reported a position in iShares US Medical Devices ETF in Q2 2023 and held it in 8 quarters.
  • Union Savings Bank's iShares US Medical Devices ETF position peaked at $27.1K in Q1 2025.
  • 546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Union Savings Bank's 13F filing for Q2 2025, filed 8 Aug 2025.