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Estate Planners Group’s iShares US Medical Devices ETF IHI Stock Holding History

Estate Planners Group’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
-1,302
Closed -$80.9K – 221
2025
Q4 		$80.9K Buy
+1,302
New +$80.4K 0.04% 106

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Estate Planners Group's IHI Position: Q1 2026 in Review

Estate Planners Group sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 1,302 shares — an estimated $80.9K sold.

Estate Planners Group first reported a position in IHI in Q4 2025 and held it in 1 quarter. The position peaked at $80.9K in Q4 2025. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Estate Planners Group reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,302 iShares US Medical Devices ETF shares in Q1 2026, an estimated $80.9K.
  • Estate Planners Group first reported a position in iShares US Medical Devices ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares US Medical Devices ETF position peaked at $80.9K in Q4 2025.
  • 509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.