United Asset Strategies’s iShares US Medical Devices ETF IHI Stock Holding History

United Asset Strategies’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	-5,769	Closed	-$337K	–	238
2024 Q4	$337K	Buy	5,769 +691	+14%	+$41.1K	0.03%	199
2024 Q3	$301K	Buy	+5,078	New	+$290K	0.03%	202
2024 Q1	–	Sell	-107,508	Closed	-$5.8M	–	240
2023 Q4	$5.8M	Buy	+107,508	New	+$5.25M	0.65%	47
2023 Q1	–	Sell	-5,129	Closed	-$270K	–	233
2022 Q4	$270K	Buy	+5,129	New	+$260K	0.04%	201
2021 Q1	–	Sell	-9,066	Closed	-$495K	–	223
2020 Q4	$495K	Buy	+9,066	New	+$474K	0.08%	143
2020 Q1	–	Sell	-6,174	Closed	-$272K	–	196
2019 Q4	$272K	Buy	6,174 +414	+7%	+$17.4K	0.05%	175
2019 Q3	$237K	Buy	+5,760	New	+$236K	0.05%	165
2017 Q4	–	Sell	-14,070	Closed	-$392K	–	200
2017 Q3	$392K	Buy	+14,070	New	+$389K	0.22%	95

Other funds holding IHI

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

United Asset Strategies's IHI Position: Q1 2025 in Review

United Asset Strategies sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 5,769 shares — an estimated $337K sold.

United Asset Strategies first reported a position in IHI in Q3 2017 and held it in 8 quarters. The position peaked at $5.8M in Q4 2023. 558 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

United Asset Strategies reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
United Asset Strategies sold 5,769 iShares US Medical Devices ETF shares in Q1 2025, an estimated $337K.
United Asset Strategies first reported a position in iShares US Medical Devices ETF in Q3 2017 and held it in 8 quarters.
United Asset Strategies's iShares US Medical Devices ETF position peaked at $5.8M in Q4 2023.
558 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on United Asset Strategies's 13F filing for Q1 2025, filed 14 May 2025.