Guerra Pan Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Guerra Pan Advisors’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	$638K	Hold	11,962	–	–	0.39%	58
2025 Q4	$743K	Hold	11,962	–	–	0.44%	49
2025 Q3	$719K	Hold	11,962	–	–	0.43%	50
2025 Q2	$749K	Hold	11,962	–	–	0.49%	47
2025 Q1	$720K	Sell	11,962 -255	-2%	-$15.8K	0.56%	48
2024 Q4	$713K	Sell	12,217 -1,179	-9%	-$70.1K	0.52%	49
2024 Q3	$793K	Hold	13,396	–	–	0.63%	44
2024 Q2	$751K	Buy	13,396 +21	+0.2%	+$1.18K	0.63%	44
2024 Q1	$784K	Buy	13,375 +114	+0.9%	+$6.44K	0.72%	39
2023 Q4	$716K	Sell	13,261 -585	-4%	-$28.6K	0.68%	46
2023 Q3	$672K	Hold	13,846	–	–	0.78%	43
2023 Q2	$782K	Hold	13,846	–	–	0.87%	37
2023 Q1	$747K	Hold	13,846	–	–	0.94%	34
2022 Q4	$728K	Hold	13,846	–	–	0.99%	34
2022 Q3	$672K	Sell	13,846 -50	-0.4%	-$2.59K	0.98%	35
2022 Q2	$747K	Hold	13,896	–	–	0.93%	37
2022 Q1	$772K	Hold	13,896	–	–	0.93%	36
2021 Q4	$915K	Buy	+13,896	New	+$890K	0.91%	32

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

Guerra Pan Advisors's IHI Position: Q1 2026 in Review

Guerra Pan Advisors held its iShares US Medical Devices ETF (IHI) position steady in Q1 2026 at 11,962 shares worth $638K. The position accounts for 0.39% of the portfolio, ranked #58.

Guerra Pan Advisors first reported a position in IHI in Q4 2021 and has held it in 18 quarters since. The position peaked at $915K in Q4 2021. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Guerra Pan Advisors held 11,962 shares of iShares US Medical Devices ETF worth $638K as of Q1 2026.
Guerra Pan Advisors left its iShares US Medical Devices ETF share count unchanged in Q1 2026.
iShares US Medical Devices ETF made up 0.39% of Guerra Pan Advisors's portfolio in Q1 2026, its #58 holding.
Guerra Pan Advisors first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's iShares US Medical Devices ETF position peaked at $915K in Q4 2021.
503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.