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iShares Dow Jones US Medical Dev. shares owned by Montis Financial

Quarter-by-quarter ownership of iShares Dow Jones US Medical Dev. (IHI) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in iShares Dow Jones US Medical Dev.

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All positions including iShares Dow Jones US Medical Dev. held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Medical Dev. by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $707k 12k 60.08
2025-06-30 $1.0M 16k 62.64
2025-03-31 $1.3M 21k 60.19
2024-12-31 $1.5M 26k 58.35

More positions owned by Montis Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

Top funds holding iShares Dow Jones US Medical Dev.

Menora Mivtachim Holdings
Morgan Stanley
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Envestnet Asset Management
Raymond James Financial
Jpmorgan Chase & Co
RiverFront Investment Group
Cetera Investment Advisers
Commonwealth Equity Services
Ameriprise Financial
Wharton Business Group

View all funds holding iShares Dow Jones US Medical Dev.