Client 1st Advisory Group
IHI icon

Client 1st Advisory Group’s iShares US Medical Devices ETF IHI Stock Holding History

Client 1st Advisory Group’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
Q3 		$248K Sell
4,842
-108
-2% -$5.7K 0.06% 124
2026
Q2 		$245K Hold
4,950
– – 0.06% 128
2026
Q1 		$264K Sell
4,950
-594
-11% -$34.9K 0.08% 113
2025
Q4 		$345K Hold
5,544
– – 0.11% 92
2025
Q3 		$333K Sell
5,544
-120
-2% -$7.34K 0.11% 93
2025
Q2 		$355K Sell
5,664
-12
-0.2% -$721 0.13% 85
2025
Q1 		$342K Hold
5,676
– – 0.13% 83
2024
Q4 		$331K Sell
5,676
-672
-11% -$39.9K 0.13% 89
2024
Q3 		$376K Hold
6,348
– – 0.15% 76
2024
Q2 		$356K Sell
6,348
-186
-3% -$10.4K 0.15% 74
2024
Q1 		$383K Sell
6,534
-404
-6% -$22.8K 0.17% 69
2023
Q4 		$374K Sell
6,938
-10
-0.1% -$488 0.18% 67
2023
Q3 		$337K Sell
6,948
-1,741
-20% -$92.6K 0.18% 69
2023
Q2 		$491K Sell
8,689
-424
-5% -$23.4K 0.26% 51
2023
Q1 		$492K Sell
9,113
-638
-7% -$34K 0.27% 49
2022
Q4 		$513K Sell
9,751
-2,184
-18% -$111K 0.3% 45
2022
Q3 		$563K Sell
11,935
-299
-2% -$15.5K 0.35% 38
2022
Q2 		$617K Sell
12,234
-2,119
-15% -$115K 0.37% 36
2022
Q1 		$875K Sell
14,353
-1,181
-8% -$70.4K 0.43% 37
2021
Q4 		$1.02M Sell
15,534
-2,184
-12% -$140K 0.5% 33
2021
Q3 		$1.11M Sell
17,718
-6,390
-27% -$408K 0.57% 27
2021
Q2 		$1.45M Sell
24,108
-34,098
-59% -$1.97M 0.75% 27
2021
Q1 		$3.2M Sell
58,206
-2,412
-4% -$134K 1.84% 17
2020
Q4 		$3.37M Buy
60,618
+1,644
+3% +$85.9K 2.19% 16
2020
Q3 		$3.13M Buy
58,974
+9,462
+19% +$458K 2.2% 16
2020
Q2 		$2.41M Buy
+49,512
New +$2.12M 2% 16

Other funds holding IHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cannon Advisors
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
Cumberland Advisors
Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Valicenti Advisory Services
Valicenti Advisory Services Elmira, New York $531M AUM 36.36% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Client 1st Advisory Group's IHI Position: Q3 2026 in Review

Client 1st Advisory Group reduced its iShares US Medical Devices ETF (IHI) stake by 2.2% in Q3 2026, selling an estimated $5.7K and leaving 4,842 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #124.

Client 1st Advisory Group first reported a position in IHI in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.37M in Q4 2020. 202 funds tracked by Wall St. Rank hold IHI as of Q3 2026.

  • Client 1st Advisory Group held 4,842 shares of iShares US Medical Devices ETF worth $248K as of Q3 2026.
  • Client 1st Advisory Group sold 108 iShares US Medical Devices ETF shares in Q3 2026, an estimated $5.7K.
  • iShares US Medical Devices ETF made up 0.06% of Client 1st Advisory Group's portfolio in Q3 2026, its #124 holding.
  • Client 1st Advisory Group first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 26 quarters since.
  • Client 1st Advisory Group's iShares US Medical Devices ETF position peaked at $3.37M in Q4 2020.
  • 202 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.