Bernardo Wealth Planning’s iShares US Medical Devices ETF IHI Stock Holding History

Bernardo Wealth Planning’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 Q2	$207K	Sell	4,188 -24	-0.6%	-$1.22K	0.04%	134
2026 Q1	$225K	Hold	4,212	–	–	0.04%	118
2025 Q4	$262K	Hold	4,212	–	–	0.05%	108
2025 Q3	$253K	Hold	4,212	–	–	0.05%	107
2025 Q2	$264K	Sell	4,212 -156	-4%	-$9.38K	0.06%	99
2025 Q1	$263K	Hold	4,368	–	–	0.06%	98
2024 Q4	$261K	Sell	4,368 -126	-3%	-$7.49K	0.06%	96
2024 Q3	$264K	Sell	4,494 -662	-13%	-$37.8K	0.06%	93
2024 Q2	$289K	Sell	5,156 -1,996	-28%	-$112K	0.08%	81
2024 Q1	$419K	Sell	7,152 -2,069	-22%	-$117K	0.12%	65
2023 Q4	$498K	Sell	9,221 -573	-6%	-$28K	0.16%	56
2023 Q3	$475K	Sell	9,794 -23	-0.2%	-$1.22K	0.19%	53
2023 Q2	$554K	Sell	9,817 -904	-8%	-$49.8K	0.22%	54
2023 Q1	$579K	Sell	10,721 -790	-7%	-$42.1K	0.25%	50
2022 Q4	$605K	Sell	11,511 -1,245	-10%	-$63.2K	0.28%	49
2022 Q3	$612K	Sell	12,756 -3,021	-19%	-$157K	0.35%	44
2022 Q2	$795K	Sell	15,777 -4,435	-22%	-$242K	0.45%	35
2022 Q1	$1.23M	Sell	20,212 -612	-3%	-$36.5K	0.61%	26
2021 Q4	$1.37M	Sell	20,824 -2,064	-9%	-$132K	0.67%	26
2021 Q3	$1.44M	Buy	22,888 +268	+1%	+$17.1K	0.83%	24
2021 Q2	$1.36M	Sell	22,620 -26,598	-54%	-$1.54M	0.82%	23
2021 Q1	$2.71M	Buy	49,218 +3,408	+7%	+$189K	1.72%	14
2020 Q4	$2.5M	Sell	45,810 -7,776	-15%	-$406K	0.96%	22
2020 Q3	$2.67M	Buy	53,586 +2,388	+5%	+$116K	1.2%	16
2020 Q2	$2.26M	Buy	+51,198	New	+$2.19M	1.21%	17

Other funds holding IHI

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

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

Citigroup New York $303B AUM 53.02% 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

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

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Bernardo Wealth Planning's IHI Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its iShares US Medical Devices ETF (IHI) stake by 0.57% in Q2 2026, selling an estimated $1.22K and leaving 4,188 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #134.

Bernardo Wealth Planning first reported a position in IHI in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.71M in Q1 2021. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Bernardo Wealth Planning held 4,188 shares of iShares US Medical Devices ETF worth $207K as of Q2 2026.
Bernardo Wealth Planning sold 24 iShares US Medical Devices ETF shares in Q2 2026, an estimated $1.22K.
iShares US Medical Devices ETF made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #134 holding.
Bernardo Wealth Planning first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 25 quarters since.
Bernardo Wealth Planning's iShares US Medical Devices ETF position peaked at $2.71M in Q1 2021.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.