Cassaday & Co Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Cassaday & Co 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	$177K	Buy	+3,311	New	+$194K	﹤0.01%	358

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

Cassaday & Co Wealth Management's IHI Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in iShares US Medical Devices ETF (IHI) in Q1 2026: 3,311 shares worth $177K. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings.

503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Cassaday & Co Wealth Management held 3,311 shares of iShares US Medical Devices ETF worth $177K as of Q1 2026.
iShares US Medical Devices ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #358 holding.
503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.