Econ Financial Services’s iShares US Medical Devices ETF IHI Stock Holding History

Econ Financial Services’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	-56,807	Closed	-$3.53M	–	85
2025 Q4	$3.53M	Sell	56,807 -4,280	-7%	-$264K	1.77%	20
2025 Q3	$3.67M	Buy	+61,087	New	+$3.74M	1.83%	13
2025 Q1	–	Sell	-29,040	Closed	-$1.69M	–	91
2024 Q4	$1.69M	Buy	29,040 +4,400	+18%	+$261K	0.97%	35
2024 Q3	$1.46M	Buy	+24,640	New	+$1.41M	0.82%	34

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

Econ Financial Services's IHI Position: Q1 2026 in Review

Econ Financial Services sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 56,807 shares — an estimated $3.53M sold.

Econ Financial Services first reported a position in IHI in Q3 2024 and held it in 4 quarters. The position peaked at $3.67M in Q3 2025. 504 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Econ Financial Services reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Econ Financial Services sold 56,807 iShares US Medical Devices ETF shares in Q1 2026, an estimated $3.53M.
Econ Financial Services first reported a position in iShares US Medical Devices ETF in Q3 2024 and held it in 4 quarters.
Econ Financial Services's iShares US Medical Devices ETF position peaked at $3.67M in Q3 2025.
504 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.