Cumberland Advisors’s iShares US Medical Devices ETF IHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.95M | Sell |
130,230
-245
| -0.2% | -$14.4K | 2.72% | 10 |
|
|
2025
Q4 | $8.11M | Sell |
130,475
-475
| -0.4% | -$29.3K | 3.07% | 9 |
|
|
2025
Q3 | $7.87M | Sell |
130,950
-15
| -0% | -$918 | 3.02% | 8 |
|
|
2025
Q2 | $8.2M | Sell |
130,965
-12,895
| -9% | -$775K | 3.45% | 8 |
|
|
2025
Q1 | $8.66M | Buy |
143,860
+44,410
| +45% | +$2.76M | 3.93% | 6 |
|
|
2024
Q4 | $5.8M | Sell |
99,450
-750
| -0.7% | -$44.6K | 2.32% | 12 |
|
|
2024
Q3 | $5.93M | Sell |
100,200
-3,530
| -3% | -$202K | 2.36% | 11 |
|
|
2024
Q2 | $5.81M | Sell |
103,730
-3,040
| -3% | -$170K | 2.38% | 10 |
|
|
2024
Q1 | $6.26M | Buy |
+106,770
| New | +$6.03M | 2.33% | 11 |
|
|
2023
Q4 | – | Sell |
-267,629
| Closed | -$13M | – | 55 |
|
|
2023
Q3 | $13M | Buy |
267,629
+295
| +0.1% | +$15.7K | 5.75% | 5 |
|
|
2023
Q2 | $15.1M | Sell |
267,334
-10,510
| -4% | -$579K | 6.9% | 4 |
|
|
2023
Q1 | $15M | Sell |
277,844
-13,360
| -5% | -$711K | 6.15% | 5 |
|
|
2022
Q4 | $15.3M | Sell |
291,204
-16,846
| -5% | -$855K | 6.63% | 4 |
|
|
2022
Q3 | $14.5M | Sell |
308,050
-10,880
| -3% | -$565K | 5.79% | 5 |
|
|
2022
Q2 | $16.1M | Sell |
318,930
-4,685
| -1% | -$255K | 5.34% | 5 |
|
|
2022
Q1 | $19.7M | Sell |
323,615
-8,120
| -2% | -$484K | 4.57% | 6 |
|
|
2021
Q4 | $21.8M | Sell |
331,735
-4,208
| -1% | -$269K | 4.58% | 8 |
|
|
2021
Q3 | $21.1M | Sell |
335,943
-615
| -0.2% | -$39.2K | 4.88% | 6 |
|
|
2021
Q2 | $20.3M | Buy |
336,558
+6,036
| +2% | +$349K | 4.75% | 7 |
|
|
2021
Q1 | $18.2M | Sell |
330,522
-2,076
| -0.6% | -$115K | 4.51% | 7 |
|
|
2020
Q4 | $18.1M | Buy |
+332,598
| New | +$17.4M | 6.65% | 4 |
|
|
2020
Q2 | $14.8M | Sell |
335,754
-10,200
| -3% | -$436K | 5.61% | 5 |
|
|
2020
Q1 | $13M | Sell |
345,954
-8,580
| -2% | -$361K | 5.3% | 7 |
|
|
2019
Q4 | $15.6M | Sell |
354,534
-16,980
| -5% | -$714K | 5.38% | 5 |
|
|
2019
Q3 | $15.3M | Sell |
371,514
-10,890
| -3% | -$446K | 4.32% | 7 |
|
|
2019
Q2 | $15.3M | Sell |
382,404
-2,100
| -0.5% | -$79.5K | 5.18% | 6 |
|
|
2019
Q1 | $14.8M | Sell |
384,504
-20,880
| -5% | -$758K | 5.14% | 7 |
|
|
2018
Q4 | $13.5M | Buy |
405,384
+208,884
| +106% | +$7.23M | 4.84% | 6 |
|
|
2018
Q3 | $7.45M | Sell |
196,500
-15,660
| -7% | -$557K | 4.99% | 5 |
|
|
2018
Q2 | $7.09M | Buy |
212,160
+4,200
| +2% | +$137K | 4.43% | 6 |
|
|
2018
Q1 | $6.41M | Sell |
207,960
-20,100
| -9% | -$619K | 3.92% | 7 |
|
|
2017
Q4 | $6.59M | Buy |
228,060
+28,500
| +14% | +$822K | 3.64% | 7 |
|
|
2017
Q3 | $5.55M | Sell |
199,560
-24,960
| -11% | -$690K | 3.4% | 7 |
|
|
2017
Q2 | $6.24M | Sell |
224,520
-4,320
| -2% | -$114K | 3.67% | 8 |
|
|
2017
Q1 | $5.78M | Buy |
228,840
+19,320
| +9% | +$468K | 3.62% | 9 |
|
|
2016
Q4 | $4.65M | Sell |
209,520
-33,120
| -14% | -$752K | 3.31% | 9 |
|
|
2016
Q3 | $5.88M | Sell |
242,640
-1,620
| -0.7% | -$38.5K | 3.28% | 9 |
|
|
2016
Q2 | $5.52M | Sell |
244,260
-2,940
| -1% | -$63.7K | 3.4% | 13 |
|
|
2016
Q1 | $5.05M | Buy |
247,200
+10,410
| +4% | +$202K | 3.47% | 9 |
|
|
2015
Q4 | $4.83M | Buy |
+236,790
| New | +$4.74M | 2.86% | 14 |
|
Other funds holding IHI
Cumberland Advisors's IHI Position: Q1 2026 in Review
Cumberland Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 0.19% in Q1 2026, selling an estimated $14.4K and leaving 130,230 shares worth $6.95M. The position accounts for 2.72% of the portfolio, ranked #10.
Cumberland Advisors first reported a position in IHI in Q4 2015 and has held it in 40 quarters since. The position peaked at $21.8M in Q4 2021. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.
- Cumberland Advisors held 130,230 shares of iShares US Medical Devices ETF worth $6.95M as of Q1 2026.
- Cumberland Advisors sold 245 iShares US Medical Devices ETF shares in Q1 2026, an estimated $14.4K.
- iShares US Medical Devices ETF made up 2.72% of Cumberland Advisors's portfolio in Q1 2026, its #10 holding.
- Cumberland Advisors first reported a position in iShares US Medical Devices ETF in Q4 2015 and has held it in 40 quarters since.
- Cumberland Advisors's iShares US Medical Devices ETF position peaked at $21.8M in Q4 2021.
- 503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.
Based on Cumberland Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.