HBW
IHI icon

Hazlett, Burt & Watson’s iShares US Medical Devices ETF IHI Stock Holding History

Hazlett, Burt & Watson’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 		$1.45M Buy
27,133
+477
+2% +$28K 0.45% 51
2025
Q4 		$1.66M Buy
26,656
+735
+3% +$45.4K 0.53% 47
2025
Q3 		$1.56M Sell
25,921
-2,669
-9% -$163K 0.55% 44
2025
Q2 		$1.79M Sell
28,590
-1,922
-6% -$116K 0.73% 34
2025
Q1 		$1.84M Sell
30,512
-234
-0.8% -$14.5K 0.83% 27
2024
Q4 		$1.8M Sell
30,746
-321
-1% -$19.1K 0.8% 25
2024
Q3 		$1.84M Sell
31,067
-1,817
-6% -$104K 0.85% 24
2024
Q2 		$1.84M Sell
32,884
-2,027
-6% -$113K 0.95% 21
2024
Q1 		$2.05M Sell
34,911
-4,154
-11% -$235K 1.23% 16
2023
Q4 		$2.1M Sell
39,065
-6,530
-14% -$319K 1.42% 11
2023
Q3 		$2.2M Buy
45,595
+1,038
+2% +$55.2K 1.64% 11
2023
Q2 		$2.52M Sell
44,557
-1,386
-3% -$76.3K 1.88% 7
2023
Q1 		$2.48M Buy
45,943
+3,897
+9% +$207K 2.03% 7
2022
Q4 		$2.22M Buy
42,046
+4,243
+11% +$215K 1.95% 8
2022
Q3 		$1.78M Buy
37,803
+563
+2% +$29.2K 1.72% 10
2022
Q2 		$1.88M Buy
37,240
+1,548
+4% +$84.4K 1.72% 10
2022
Q1 		$2.17M Buy
+35,692
New +$2.13M 1.72% 10

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

Hazlett, Burt & Watson's IHI Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares US Medical Devices ETF (IHI) stake by 1.8% in Q1 2026, buying an estimated $28K and bringing the position to 27,133 shares worth $1.45M. The position accounts for 0.45% of the portfolio, ranked #51.

Hazlett, Burt & Watson first reported a position in IHI in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.52M in Q2 2023. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Hazlett, Burt & Watson held 27,133 shares of iShares US Medical Devices ETF worth $1.45M as of Q1 2026.
  • Hazlett, Burt & Watson bought 477 iShares US Medical Devices ETF shares in Q1 2026, an estimated $28K.
  • iShares US Medical Devices ETF made up 0.45% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #51 holding.
  • Hazlett, Burt & Watson first reported a position in iShares US Medical Devices ETF in Q1 2022 and has held it in 17 quarters since.
  • Hazlett, Burt & Watson's iShares US Medical Devices ETF position peaked at $2.52M in Q2 2023.
  • 503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.