Golden State Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Golden State Wealth Management’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	$34.1K	Hold	640	–	–	﹤0.01%	782
2025 Q4	$39.8K	Hold	640	–	–	﹤0.01%	739
2025 Q3	$38.5K	Hold	640	–	–	﹤0.01%	737
2025 Q2	$40.1K	Sell	640 -300	-32%	-$18K	﹤0.01%	695
2025 Q1	$56.6K	Hold	940	–	–	0.01%	567
2024 Q4	$54.9K	Buy	+940	New	+$55.9K	0.01%	558
2021 Q1	–	Sell	-5,016	Closed	-$274K	–	219
2020 Q4	$274K	Buy	+5,016	New	+$262K	0.08%	188
2019 Q4	–	Sell	-120	Closed	-$5K	–	472
2019 Q3	$5K	Buy	+120	New	+$4.91K	﹤0.01%	858

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

Golden State Wealth Management's IHI Position: Q1 2026 in Review

Golden State Wealth Management held its iShares US Medical Devices ETF (IHI) position steady in Q1 2026 at 640 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Golden State Wealth Management first reported a position in IHI in Q3 2019 and has held it in 8 quarters since. The position peaked at $274K in Q4 2020. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Golden State Wealth Management held 640 shares of iShares US Medical Devices ETF worth $34.1K as of Q1 2026.
Golden State Wealth Management left its iShares US Medical Devices ETF share count unchanged in Q1 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #782 holding.
Golden State Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2019 and has held it in 8 quarters since.
Golden State Wealth Management's iShares US Medical Devices ETF position peaked at $274K in Q4 2020.
503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.