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

Wealth 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	-4,798	Closed	-$289K	–	125
2025 Q1	$289K	Hold	4,798	–	–	0.19%	114
2024 Q4	$280K	Hold	4,798	–	–	0.18%	129
2024 Q3	$284K	Sell	4,798 -830	-15%	-$47.4K	0.19%	118
2024 Q2	$315K	Hold	5,628	–	–	0.23%	112
2024 Q1	$330K	Buy	+5,628	New	+$318K	0.25%	103

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

Wealth Group's IHI Position: Q2 2025 in Review

Wealth Group sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 4,798 shares — an estimated $289K sold.

Wealth Group first reported a position in IHI in Q1 2024 and held it in 5 quarters. The position peaked at $330K in Q1 2024. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Wealth Group reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Wealth Group sold 4,798 iShares US Medical Devices ETF shares in Q2 2025, an estimated $289K.
Wealth Group first reported a position in iShares US Medical Devices ETF in Q1 2024 and held it in 5 quarters.
Wealth Group's iShares US Medical Devices ETF position peaked at $330K in Q1 2024.
547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.