Verity Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Verity Asset Management’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	-5,492	Closed	-$331K	–	206
2025 Q1	$331K	Buy	+5,492	New	+$341K	0.13%	141
2023 Q3	–	Sell	-4,437	Closed	-$251K	–	178
2023 Q2	$251K	Buy	+4,437	New	+$244K	0.19%	143
2022 Q4	–	Sell	-4,271	Closed	-$202K	–	190
2022 Q3	$202K	Buy	+4,271	New	+$222K	0.21%	160
2021 Q3	–	Sell	-4,122	Closed	-$248K	–	211
2021 Q2	$248K	Buy	+4,122	New	+$238K	0.14%	185
2018 Q2	–	Sell	-54,054	Closed	-$1.67M	–	124
2018 Q1	$1.67M	Sell	54,054 -2,070	-4%	-$63.8K	1.52%	17
2017 Q4	$1.79M	Sell	56,124 -1,944	-3%	-$56.1K	1.35%	18
2017 Q3	$1.67M	Sell	58,068 -14,886	-20%	-$412K	1.27%	18
2017 Q2	$2.03M	Buy	72,954 +780	+1%	+$20.7K	1.52%	16
2017 Q1	$1.82M	Buy	+72,174	New	+$1.75M	1.51%	12

Other funds holding IHI

MMH

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Verity Asset Management's IHI Position: Q2 2025 in Review

Verity Asset Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 5,492 shares — an estimated $331K sold.

Verity Asset Management first reported a position in IHI in Q1 2017 and held it in 9 quarters. The position peaked at $2.03M in Q2 2017. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Verity Asset Management reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Verity Asset Management sold 5,492 iShares US Medical Devices ETF shares in Q2 2025, an estimated $331K.
Verity Asset Management first reported a position in iShares US Medical Devices ETF in Q1 2017 and held it in 9 quarters.
Verity Asset Management's iShares US Medical Devices ETF position peaked at $2.03M in Q2 2017.
547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Verity Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.