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Evelyn Partners Investment Management Services’s iShares US Medical Devices ETF IHI Stock Holding History

Evelyn Partners Investment Management 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 		$17.1K Hold
320
– – ﹤0.01% 230
2025
Q4 		$19.9K Sell
320
-100
-24% -$6.17K ﹤0.01% 216
2025
Q3 		$25.2K Hold
420
– – ﹤0.01% 210
2025
Q2 		$26.3K Hold
420
– – ﹤0.01% 194
2025
Q1 		$25.3K Hold
420
– – ﹤0.01% 200
2024
Q4 		$24.5K Buy
+420
New +$25K ﹤0.01% 203

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evelyn Partners Investment Management Services's IHI Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its iShares US Medical Devices ETF (IHI) position steady in Q1 2026 at 320 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Evelyn Partners Investment Management Services first reported a position in IHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.3K in Q2 2025. 507 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Evelyn Partners Investment Management Services held 320 shares of iShares US Medical Devices ETF worth $17.1K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its iShares US Medical Devices ETF share count unchanged in Q1 2026.
  • iShares US Medical Devices ETF made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #230 holding.
  • Evelyn Partners Investment Management Services first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's iShares US Medical Devices ETF position peaked at $26.3K in Q2 2025.
  • 507 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.