VisionPoint Advisory Group’s iShares US Medical Devices ETF IHI Stock Holding History

VisionPoint Advisory Group’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	-44,384	Closed	-$2.67M	–	369
2025 Q1	$2.67M	Sell	44,384 -1,927	-4%	-$120K	0.92%	32
2024 Q4	$2.7M	Sell	46,311 -287	-0.6%	-$17.1K	0.92%	25
2024 Q3	$2.76M	Sell	46,598 -1,134	-2%	-$64.8K	0.93%	28
2024 Q2	$2.67M	Sell	47,732 -167	-0.3%	-$9.35K	0.95%	28
2024 Q1	$2.81M	Sell	47,899 -4,103	-8%	-$232K	1.01%	22
2023 Q4	$2.81M	Buy	+52,002	New	+$2.54M	1.04%	22
2021 Q1	–	Sell	-3,756	Closed	-$205K	–	131
2020 Q4	$205K	Sell	3,756 -708	-16%	-$37K	0.1%	134
2020 Q3	$223K	Hold	4,464	–	–	0.1%	116
2020 Q2	$215K	Buy	+4,464	New	+$191K	0.09%	101

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

VisionPoint Advisory Group's IHI Position: Q2 2025 in Review

VisionPoint Advisory Group sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 44,384 shares — an estimated $2.67M sold.

VisionPoint Advisory Group first reported a position in IHI in Q2 2020 and held it in 9 quarters. The position peaked at $2.81M in Q4 2023. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

VisionPoint Advisory Group reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 44,384 iShares US Medical Devices ETF shares in Q2 2025, an estimated $2.67M.
VisionPoint Advisory Group first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 9 quarters.
VisionPoint Advisory Group's iShares US Medical Devices ETF position peaked at $2.81M in Q4 2023.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on VisionPoint Advisory Group's 13F filing for Q2 2025, filed 9 Jul 2025.