CWM
IHI icon

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

CMH 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 		– Sell
-57,055
Closed -$3.55M – 115
2025
Q4 		$3.55M Sell
57,055
-819
-1% -$50.6K 0.76% 43
2025
Q3 		$3.48M Sell
57,874
-1,316
-2% -$80.5K 0.74% 45
2025
Q2 		$3.71M Sell
59,190
-2,639
-4% -$159K 0.86% 44
2025
Q1 		$3.72M Sell
61,829
-925
-1% -$57.5K 0.93% 40
2024
Q4 		$3.66M Sell
62,754
-28,163
-31% -$1.67M 0.84% 41
2024
Q3 		$5.38M Sell
90,917
-1,139
-1% -$65K 1.27% 37
2024
Q2 		$5.16M Buy
92,056
+1,642
+2% +$91.9K 1.27% 38
2024
Q1 		$5.3M Sell
90,414
-9,622
-10% -$543K 1.35% 36
2023
Q4 		$5.4M Buy
100,036
+33,986
+51% +$1.66M 1.31% 34
2023
Q3 		$3.21M Sell
66,050
-17,688
-21% -$940K 0.9% 39
2023
Q2 		$4.73M Buy
83,738
+3,193
+4% +$176K 1.27% 34
2023
Q1 		$4.35M Buy
80,545
+1,045
+1% +$55.6K 1.26% 36
2022
Q4 		$4.18M Buy
79,500
+217
+0.3% +$11K 1.34% 34
2022
Q3 		$3.74M Buy
79,283
+3,113
+4% +$162K 1.37% 30
2022
Q2 		$3.84M Buy
76,170
+8,219
+12% +$448K 1.39% 27
2022
Q1 		$4.14M Buy
67,951
+3,459
+5% +$206K 1.27% 31
2021
Q4 		$4.25M Buy
64,492
+166
+0.3% +$10.6K 1.28% 32
2021
Q3 		$4.04M Buy
64,326
+1,440
+2% +$91.9K 1.32% 30
2021
Q2 		$3.78M Sell
62,886
-16,536
-21% -$956K 1.26% 31
2021
Q1 		$4.37M Sell
79,422
-468
-0.6% -$26K 1.65% 26
2020
Q4 		$4.36M Sell
79,890
-3,222
-4% -$168K 1.6% 24
2020
Q3 		$4.15M Buy
83,112
+3,498
+4% +$169K 1.78% 21
2020
Q2 		$3.51M Buy
+79,614
New +$3.4M 1.68% 23

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CMH Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 57,055 shares — an estimated $3.55M sold.

CMH Wealth Management first reported a position in IHI in Q2 2020 and held it in 23 quarters. The position peaked at $5.4M in Q4 2023. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • CMH Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
  • CMH Wealth Management sold 57,055 iShares US Medical Devices ETF shares in Q1 2026, an estimated $3.55M.
  • CMH Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 23 quarters.
  • CMH Wealth Management's iShares US Medical Devices ETF position peaked at $5.4M in Q4 2023.
  • 509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on CMH Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.