Willow Creek Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Willow Creek Wealth 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 Q3	$505K	Buy	+8,407	New	+$514K	0.04%	108

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

Willow Creek Wealth Management's IHI Position: Q3 2025 in Review

Willow Creek Wealth Management opened a new position in iShares US Medical Devices ETF (IHI) in Q3 2025: 8,407 shares worth $505K. The stake represents 0.04% of the portfolio and ranks #108 among its holdings.

525 funds tracked by Wall St. Rank hold IHI as of Q3 2025.

Willow Creek Wealth Management held 8,407 shares of iShares US Medical Devices ETF worth $505K as of Q3 2025.
iShares US Medical Devices ETF was a new Willow Creek Wealth Management position in Q3 2025.
iShares US Medical Devices ETF made up 0.04% of Willow Creek Wealth Management's portfolio in Q3 2025, its #108 holding.
525 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.