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

Cypress 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 Q3	$821K	Sell	16,042 -1,668	-9%	-$88.1K	0.16%	78
2026 Q2	$875K	Hold	17,710	–	–	0.17%	78
2026 Q1	$945K	Hold	17,710	–	–	0.22%	70
2025 Q4	$1.1M	Hold	17,710	–	–	0.24%	68
2025 Q3	$1.06M	Hold	17,710	–	–	0.24%	68
2025 Q2	$1.11M	Hold	17,710	–	–	0.27%	65
2025 Q1	$1.07M	Sell	17,710 -2,610	-13%	-$162K	0.29%	64
2024 Q4	$1.19M	Sell	20,320 -2,515	-11%	-$149K	0.29%	63
2024 Q3	$1.35M	Sell	22,835 -16,800	-42%	-$959K	0.34%	58
2024 Q2	$2.29M	Hold	39,635	–	–	0.59%	47
2024 Q1	$2.39M	Sell	39,635 -1,200	-3%	-$67.8K	0.65%	43
2023 Q4	$2.2M	Sell	40,835 -990	-2%	-$48.4K	0.66%	46
2023 Q3	$2.03M	Buy	41,825 +1,200	+3%	+$63.8K	0.68%	44
2023 Q2	$2.29M	Sell	40,625 -1,200	-3%	-$66.1K	0.74%	43
2023 Q1	$2.26M	Sell	41,825 -60	-0.1%	-$3.19K	0.78%	41
2022 Q4	$2.2M	Hold	41,885	–	–	0.8%	40
2022 Q3	$1.98M	Hold	41,885	–	–	0.76%	41
2022 Q2	$2.11M	Hold	41,885	–	–	0.76%	43
2022 Q1	$2.55M	Sell	41,885 -600	-1%	-$35.8K	0.75%	44
2021 Q4	$2.8M	Sell	42,485 -1,855	-4%	-$119K	0.67%	47
2021 Q3	$2.78M	Hold	44,340	–	–	0.72%	45
2021 Q2	$2.67M	Hold	44,340	–	–	0.68%	49
2021 Q1	$2.44M	Sell	44,340 -300	-0.7%	-$16.6K	0.68%	51
2020 Q4	$2.44M	Buy	44,640 +120	+0.3%	+$6.27K	0.68%	50
2020 Q3	$2.22M	Sell	44,520 -210	-0.5%	-$10.2K	0.69%	50
2020 Q2	$1.97M	Buy	44,730 +1,890	+4%	+$80.8K	0.66%	53
2020 Q1	$1.61M	Sell	42,840 -1,500	-3%	-$63.2K	0.69%	53
2019 Q4	$1.95M	Buy	+44,340	New	+$1.86M	0.67%	52

Other funds holding IHI

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Cypress Asset Management's IHI Position: Q3 2026 in Review

Cypress Asset Management reduced its iShares US Medical Devices ETF (IHI) stake by 9.4% in Q3 2026, selling an estimated $88.1K and leaving 16,042 shares worth $821K. The position accounts for 0.16% of the portfolio, ranked #78.

Cypress Asset Management first reported a position in IHI in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.8M in Q4 2021. 18 funds tracked by Wall St. Rank hold IHI as of Q3 2026.

Cypress Asset Management held 16,042 shares of iShares US Medical Devices ETF worth $821K as of Q3 2026.
Cypress Asset Management sold 1,668 iShares US Medical Devices ETF shares in Q3 2026, an estimated $88.1K.
iShares US Medical Devices ETF made up 0.16% of Cypress Asset Management's portfolio in Q3 2026, its #78 holding.
Cypress Asset Management first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 28 quarters since.
Cypress Asset Management's iShares US Medical Devices ETF position peaked at $2.8M in Q4 2021.
18 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2026.

Based on Cypress Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.