Valued Retirements’s iShares US Medical Devices ETF IHI Stock Holding History

Valued Retirements’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	-5,867	Closed	-$353K	–	91
2025 Q1	$353K	Sell	5,867 -8,544	-59%	-$531K	0.46%	54
2024 Q4	$841K	Sell	14,411 -4,752	-25%	-$282K	1.13%	23
2024 Q3	$1.13M	Sell	19,163 -180	-0.9%	-$10.3K	1.56%	15
2024 Q2	$1.08M	Sell	19,343 -529	-3%	-$29.6K	1.65%	15
2024 Q1	$1.16M	Hold	19,872	–	–	1.86%	13
2023 Q4	$1.07M	Buy	+19,872	New	+$971K	1.86%	13

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 $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Valued Retirements's IHI Position: Q2 2025 in Review

Valued Retirements sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 5,867 shares — an estimated $353K sold.

Valued Retirements first reported a position in IHI in Q4 2023 and held it in 6 quarters. The position peaked at $1.16M in Q1 2024. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Valued Retirements reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Valued Retirements sold 5,867 iShares US Medical Devices ETF shares in Q2 2025, an estimated $353K.
Valued Retirements first reported a position in iShares US Medical Devices ETF in Q4 2023 and held it in 6 quarters.
Valued Retirements's iShares US Medical Devices ETF position peaked at $1.16M in Q1 2024.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Valued Retirements's 13F filing for Q2 2025, filed 13 Aug 2025.