Bedel Financial Consulting’s iShares US Medical Devices ETF IHI Stock Holding History

Bedel Financial Consulting’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
2026 Q1	–	Sell	-3,534	Closed	-$220K	–	299
2025 Q4	$220K	Hold	3,534	–	–	0.02%	266
2025 Q3	$212K	Hold	3,534	–	–	0.03%	271
2025 Q2	$221K	Hold	3,534	–	–	0.03%	250
2025 Q1	$212K	Hold	3,534	–	–	0.03%	248
2024 Q4	$230K	Hold	3,534	–	–	0.03%	240
2024 Q3	$209K	Buy	+3,534	New	+$202K	0.03%	248
2024 Q2	–	Sell	-3,534	Closed	-$207K	–	256
2024 Q1	$207K	Buy	+3,534	New	+$200K	0.03%	240
2022 Q2	–	Sell	-3,534	Closed	-$215K	–	504
2022 Q1	$215K	Hold	3,534	–	–	0.07%	178
2021 Q4	$233K	Hold	3,534	–	–	0.07%	174
2021 Q3	$222K	Hold	3,534	–	–	0.08%	172
2021 Q2	$213K	Hold	3,534	–	–	0.07%	176
2021 Q1	$195K	Hold	3,534	–	–	0.08%	177
2020 Q4	$193K	Sell	3,534 -1,554	-31%	-$81.2K	0.09%	154
2020 Q3	$254K	Hold	5,088	–	–	0.13%	115
2020 Q2	$224K	Hold	5,088	–	–	0.12%	117
2020 Q1	$191K	Hold	5,088	–	–	0.13%	121
2019 Q4	$224K	Buy	5,088 +6	+0.1%	+$252	0.13%	132
2019 Q3	$209K	Hold	5,082	–	–	0.13%	135
2019 Q2	$204K	Hold	5,082	–	–	0.12%	134
2019 Q1	$196K	Hold	5,082	–	–	0.13%	132
2018 Q4	$169K	Buy	5,082 +6	+0.1%	+$208	0.12%	135
2018 Q3	$182K	Hold	5,076	–	–	0.12%	142
2018 Q2	$170K	Buy	5,076 +1,542	+44%	+$50.2K	0.13%	149
2018 Q1	$109K	Buy	+3,534	New	+$109K	0.08%	187

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bedel Financial Consulting's IHI Position: Q1 2026 in Review

Bedel Financial Consulting sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,534 shares — an estimated $220K sold.

Bedel Financial Consulting first reported a position in IHI in Q1 2018 and held it in 24 quarters. The position peaked at $254K in Q3 2020. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Bedel Financial Consulting reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Bedel Financial Consulting sold 3,534 iShares US Medical Devices ETF shares in Q1 2026, an estimated $220K.
Bedel Financial Consulting first reported a position in iShares US Medical Devices ETF in Q1 2018 and held it in 24 quarters.
Bedel Financial Consulting's iShares US Medical Devices ETF position peaked at $254K in Q3 2020.
509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.