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 Q2	$28.7K	Sell	580 -60	-9%	-$3.05K	﹤0.01%	874
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 $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Golden State Wealth Management's IHI Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 9.4% in Q2 2026, selling an estimated $3.05K and leaving 580 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Golden State Wealth Management first reported a position in IHI in Q3 2019 and has held it in 9 quarters since. The position peaked at $274K in Q4 2020. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Golden State Wealth Management held 580 shares of iShares US Medical Devices ETF worth $28.7K as of Q2 2026.
Golden State Wealth Management sold 60 iShares US Medical Devices ETF shares in Q2 2026, an estimated $3.05K.
iShares US Medical Devices ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #874 holding.
Golden State Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2019 and has held it in 9 quarters since.
Golden State Wealth Management's iShares US Medical Devices ETF position peaked at $274K in Q4 2020.
502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.