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

Cornerstone 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
Q3 		$984K Sell
19,235
-1,680
-8% -$88.7K 0.04% 337
2026
Q2 		$1.03M Sell
20,915
-529
-2% -$26.9K 0.04% 332
2026
Q1 		$1.14M Sell
21,444
-899
-4% -$52.8K 0.06% 291
2025
Q4 		$1.39M Buy
22,343
+1,870
+9% +$115K 0.07% 232
2025
Q3 		$1.23M Buy
20,473
+2,785
+16% +$170K 0.07% 238
2025
Q2 		$1.11M Buy
17,688
+3,584
+25% +$215K 0.07% 247
2025
Q1 		$849K Buy
14,104
+4,062
+40% +$252K 0.06% 274
2024
Q4 		$586K Buy
10,042
+454
+5% +$27K 0.04% 322
2024
Q3 		$568K Sell
9,588
-158
-2% -$9.02K 0.04% 327
2024
Q2 		$546K Sell
9,746
-1,705
-15% -$95.4K 0.04% 315
2024
Q1 		$671K Buy
11,451
+1,252
+12% +$70.7K 0.05% 274
2023
Q4 		$550K Sell
10,199
-912
-8% -$44.5K 0.05% 302
2023
Q3 		$539K Sell
11,111
-88
-0.8% -$4.68K 0.05% 285
2023
Q2 		$632K Buy
11,199
+369
+3% +$20.3K 0.06% 260
2023
Q1 		$585K Buy
+10,830
New +$577K 0.06% 261
2022
Q3 		$520K Sell
11,017
-2,065
-16% -$107K 0.06% 246
2022
Q2 		$660K Sell
13,082
-26,888
-67% -$1.47M 0.07% 214
2022
Q1 		$2.44M Sell
39,970
-739
-2% -$44.1K 0.24% 85
2021
Q4 		$2.69M Sell
40,709
-193
-0.5% -$12.4K 0.26% 89
2021
Q3 		$2.57M Buy
40,902
+4,410
+12% +$281K 0.27% 83
2021
Q2 		$2.2M Buy
36,492
+3,564
+11% +$206K 0.23% 101
2021
Q1 		$1.81M Sell
32,928
-3,822
-10% -$212K 0.21% 106
2020
Q4 		$2M Sell
36,750
-5,460
-13% -$285K 0.25% 82
2020
Q3 		$2.11M Sell
42,210
-1,248
-3% -$60.4K 0.31% 65
2020
Q2 		$1.92M Buy
43,458
+14,898
+52% +$637K 0.31% 65
2020
Q1 		$1.07M Buy
28,560
+2,028
+8% +$85.4K 0.21% 96
2019
Q4 		$1.17M Buy
26,532
+360
+1% +$15.1K 0.19% 111
2019
Q3 		$1.08M Sell
26,172
-216
-0.8% -$8.84K 0.19% 112
2019
Q2 		$1.06M Buy
26,388
+23,484
+809% +$889K 0.19% 111
2019
Q1 		$268K Sell
2,904
-15,396
-84% -$559K 0.03% 415
2018
Q4 		$612K Buy
+18,300
New +$634K 0.13% 162

Other funds holding IHI

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Alaska Permanent Capital Management
Alaska Permanent Capital Management Anchorage, Alaska $1.5B AUM 10.58% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

Cornerstone Wealth Management's IHI Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 8% in Q3 2026, selling an estimated $88.7K and leaving 19,235 shares worth $984K. The position accounts for 0.04% of the portfolio, ranked #337.

Cornerstone Wealth Management first reported a position in IHI in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.69M in Q4 2021. 407 funds tracked by Wall St. Rank hold IHI as of Q3 2026.

  • Cornerstone Wealth Management held 19,235 shares of iShares US Medical Devices ETF worth $984K as of Q3 2026.
  • Cornerstone Wealth Management sold 1,680 iShares US Medical Devices ETF shares in Q3 2026, an estimated $88.7K.
  • iShares US Medical Devices ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #337 holding.
  • Cornerstone Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2018 and has held it in 31 quarters since.
  • Cornerstone Wealth Management's iShares US Medical Devices ETF position peaked at $2.69M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.