FP
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Financial Perspectives’s iShares US Medical Devices ETF IHI Stock Holding History

Financial Perspectives’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 		$61.1K Sell
1,146
-301
-21% -$17.7K 0.02% 281
2025
Q4 		$89.9K Buy
1,447
+1
+0.1% +$62 0.02% 236
2025
Q3 		$86.9K Hold
1,446
– – 0.02% 251
2025
Q2 		$90.6K Hold
1,446
– – 0.03% 236
2025
Q1 		$87K Hold
1,446
– – 0.03% 227
2024
Q4 		$84.3K Buy
1,446
+1
+0.1% +$59 0.03% 242
2024
Q3 		$85.6K Hold
1,445
– – 0.03% 231
2024
Q2 		$81K Buy
1,445
+1
+0.1% +$56 0.03% 225
2024
Q1 		$84.6K Hold
1,444
– – 0.03% 221
2023
Q4 		$77.9K Buy
1,444
+1
+0.1% +$49 0.03% 230
2023
Q3 		$70K Hold
1,443
– – 0.03% 227
2023
Q2 		$81.5K Hold
1,443
– – 0.04% 217
2023
Q1 		$77.9K Hold
1,443
– – 0.04% 218
2022
Q4 		$75.8K Buy
1,443
+1
+0.1% +$51 0.04% 207
2022
Q3 		$68K Buy
1,442
+1
+0.1% +$52 0.04% 209
2022
Q2 		$72.7K Hold
1,441
– – 0.04% 203
2022
Q1 		$87.9K Hold
1,441
– – 0.04% 202
2021
Q4 		$94.9K Hold
1,441
– – 0.04% 180
2021
Q3 		$90.4K Buy
1,441
+1
+0.1% +$64 0.05% 180
2021
Q2 		$86.7K Sell
1,440
-446,640
-100% -$25.8M 0.04% 201
2021
Q1 		$226K Buy
448,080
+446,814
+35,293% +$24.8M 0.01% 387
2020
Q4 		$69.1K Hold
1,266
– – 0.04% 196
2020
Q3 		$63.2K Hold
1,266
– – 0.04% 183
2020
Q2 		$55.9K Buy
1,266
+120
+10% +$5.13K 0.04% 180
2020
Q1 		$43K Hold
1,146
– – 0.03% 178
2019
Q4 		$50.5K Buy
+1,146
New +$48.2K 0.03% 177

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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 $377B AUM 19.32% 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

Financial Perspectives's IHI Position: Q1 2026 in Review

Financial Perspectives reduced its iShares US Medical Devices ETF (IHI) stake by 21% in Q1 2026, selling an estimated $17.7K and leaving 1,146 shares worth $61.1K. The position accounts for 0.02% of the portfolio, ranked #281.

Financial Perspectives first reported a position in IHI in Q4 2019 and has held it in 26 quarters since. The position peaked at $226K in Q1 2021. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Financial Perspectives held 1,146 shares of iShares US Medical Devices ETF worth $61.1K as of Q1 2026.
  • Financial Perspectives sold 301 iShares US Medical Devices ETF shares in Q1 2026, an estimated $17.7K.
  • iShares US Medical Devices ETF made up 0.02% of Financial Perspectives's portfolio in Q1 2026, its #281 holding.
  • Financial Perspectives first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's iShares US Medical Devices ETF position peaked at $226K in Q1 2021.
  • 503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.