Daymark Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Daymark Wealth Partners’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	-5,720	Closed	-$355K	–	746
2025 Q4	$355K	Hold	5,720	–	–	0.01%	457
2025 Q3	$344K	Sell	5,720 -50	-0.9%	-$3.06K	0.01%	452
2025 Q2	$361K	Sell	5,770 -408	-7%	-$24.5K	0.01%	416
2025 Q1	$372K	Sell	6,178 -66	-1%	-$4.1K	0.02%	378
2024 Q4	$364K	Buy	6,244 +6	+0.1%	+$357	0.02%	377
2024 Q3	$369K	Hold	6,238	–	–	0.02%	389
2024 Q2	$350K	Buy	6,238 +408	+7%	+$22.8K	0.02%	380
2024 Q1	$342K	Buy	+5,830	New	+$329K	0.02%	323

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

Daymark Wealth Partners's IHI Position: Q1 2026 in Review

Daymark Wealth Partners sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 5,720 shares — an estimated $355K sold.

Daymark Wealth Partners first reported a position in IHI in Q1 2024 and held it in 8 quarters. The position peaked at $372K in Q1 2025. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Daymark Wealth Partners reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Daymark Wealth Partners sold 5,720 iShares US Medical Devices ETF shares in Q1 2026, an estimated $355K.
Daymark Wealth Partners first reported a position in iShares US Medical Devices ETF in Q1 2024 and held it in 8 quarters.
Daymark Wealth Partners's iShares US Medical Devices ETF position peaked at $372K in Q1 2025.
503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.