Costello Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Costello Asset 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	$5.33K	Hold	100	–	–	﹤0.01%	559
2025 Q4	$6.21K	Hold	100	–	–	﹤0.01%	526
2025 Q3	$6.01K	Hold	100	–	–	﹤0.01%	519
2025 Q2	$6.26K	Hold	100	–	–	﹤0.01%	526
2025 Q1	$6.02K	Hold	100	–	–	﹤0.01%	512
2024 Q4	$5.83K	Hold	100	–	–	﹤0.01%	165
2024 Q3	$5.92K	Hold	100	–	–	﹤0.01%	163
2024 Q2	$5.6K	Hold	100	–	–	﹤0.01%	147
2024 Q1	$5.86K	Sell	100 -328	-77%	-$18.5K	﹤0.01%	155
2023 Q4	$23.1K	Hold	428	–	–	0.02%	115
2023 Q3	$20.8K	Hold	428	–	–	0.02%	117
2023 Q2	$24.2K	Sell	428 -60	-12%	-$3.31K	0.02%	113
2023 Q1	$26.3K	Sell	488 -21	-4%	-$1.12K	0.03%	111
2022 Q4	$26.8K	Hold	509	–	–	0.02%	113
2022 Q3	$24K	Hold	509	–	–	0.02%	113
2022 Q2	$26K	Sell	509 -168	-25%	-$9.16K	0.02%	120
2022 Q1	$41K	Buy	677 +66	+11%	+$3.93K	0.03%	117
2021 Q4	$40K	Buy	611 +593	+3,294%	+$38K	0.02%	121
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	221
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	216
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	243
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	234
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	225
2020 Q2	$1K	Buy	+18	New	+$769	﹤0.01%	215

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

Costello Asset Management's IHI Position: Q1 2026 in Review

Costello Asset Management held its iShares US Medical Devices ETF (IHI) position steady in Q1 2026 at 100 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Costello Asset Management first reported a position in IHI in Q2 2020 and has held it in 24 quarters since. The position peaked at $41K in Q1 2022. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Costello Asset Management held 100 shares of iShares US Medical Devices ETF worth $5.33K as of Q1 2026.
Costello Asset Management left its iShares US Medical Devices ETF share count unchanged in Q1 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #559 holding.
Costello Asset Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 24 quarters since.
Costello Asset Management's iShares US Medical Devices ETF position peaked at $41K in Q1 2022.
503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.