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WESPAC Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

WESPAC Advisors’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
-11,930
Closed -$718K – 184
2025
Q1 		$718K Sell
11,930
-4,064
-25% -$252K 0.59% 73
2024
Q4 		$933K Buy
15,994
+1,001
+7% +$59.5K 0.69% 43
2024
Q3 		$888K Sell
14,993
-14,436
-49% -$824K 0.66% 52
2024
Q2 		$1.65M Sell
29,429
-10,437
-26% -$584K 1.29% 16
2024
Q1 		$2.34M Buy
39,866
+6,544
+20% +$370K 1.36% 14
2023
Q4 		$1.8M Sell
33,322
-3,922
-11% -$192K 1.25% 18
2023
Q3 		$1.81M Sell
37,244
-570
-2% -$30.3K 1.35% 19
2023
Q2 		$2.13M Buy
37,814
+4,092
+12% +$225K 1.71% 12
2023
Q1 		$1.82M Buy
33,722
+6,862
+26% +$365K 1.71% 18
2022
Q4 		$1.41M Buy
+26,860
New +$1.36M 2.45% 9
2020
Q3 		– Sell
-17,394
Closed -$768K – 98
2020
Q2 		$768K Buy
+17,394
New +$743K 0.87% 43
2019
Q4 		– Sell
-18,456
Closed -$761K – 108
2019
Q3 		$761K Sell
18,456
-3,108
-14% -$127K 0.76% 52
2019
Q2 		$865K Buy
+21,564
New +$816K 0.65% 50
2019
Q1 		– Sell
-36,066
Closed -$1.2M – 133
2018
Q4 		$1.2M Buy
+36,066
New +$1.25M 1.16% 34
2017
Q4 		– Sell
-25,140
Closed -$700K – 131
2017
Q3 		$700K Buy
25,140
+1,074
+4% +$29.7K 0.46% 67
2017
Q2 		$668K Buy
24,066
+6,558
+37% +$174K 0.46% 67
2017
Q1 		$442K Buy
+17,508
New +$425K 0.51% 67

Other funds holding IHI

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WESPAC Advisors's IHI Position: Q2 2025 in Review

WESPAC Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 11,930 shares — an estimated $718K sold.

WESPAC Advisors first reported a position in IHI in Q1 2017 and held it in 17 quarters. The position peaked at $2.34M in Q1 2024. 547 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

  • WESPAC Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
  • WESPAC Advisors sold 11,930 iShares US Medical Devices ETF shares in Q2 2025, an estimated $718K.
  • WESPAC Advisors first reported a position in iShares US Medical Devices ETF in Q1 2017 and held it in 17 quarters.
  • WESPAC Advisors's iShares US Medical Devices ETF position peaked at $2.34M in Q1 2024.
  • 547 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on WESPAC Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.