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

Bernard 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
2026 Q1	$641	Hold	12	–	–	﹤0.01%	323
2025 Q4	$746	Hold	12	–	–	﹤0.01%	310
2025 Q3	$721	Hold	12	–	–	﹤0.01%	299
2025 Q2	$752	Hold	12	–	–	﹤0.01%	283
2025 Q1	$723	Hold	12	–	–	﹤0.01%	358
2024 Q4	$701	Buy	+12	New	+$713	﹤0.01%	295

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Bernard Wealth Management's IHI Position: Q1 2026 in Review

Bernard Wealth Management held its iShares US Medical Devices ETF (IHI) position steady in Q1 2026 at 12 shares worth $641. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Bernard Wealth Management first reported a position in IHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $752 in Q2 2025. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Bernard Wealth Management held 12 shares of iShares US Medical Devices ETF worth $641 as of Q1 2026.
Bernard Wealth Management left its iShares US Medical Devices ETF share count unchanged in Q1 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #323 holding.
Bernard Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's iShares US Medical Devices ETF position peaked at $752 in Q2 2025.
503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.