Howard Financial Services’s iShares US Medical Devices ETF IHI Stock Holding History

Howard Financial Services’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	–	Sell	-3,479	Closed	-$216K	–	232
2025 Q4	$216K	Hold	3,479	–	–	0.03%	192
2025 Q3	$209K	Buy	3,479 +1	+0%	+$61	0.03%	181
2025 Q2	$218K	Sell	3,478 -78	-2%	-$4.69K	0.03%	166
2025 Q1	$214K	Buy	3,556 +43	+1%	+$2.67K	0.03%	169
2024 Q4	$205K	Buy	3,513 +4	+0.1%	+$238	0.03%	181
2024 Q3	$208K	Buy	+3,509	New	+$200K	0.03%	157
2024 Q2	–	Sell	-3,505	Closed	-$205K	–	161
2024 Q1	$205K	Buy	+3,505	New	+$198K	0.04%	149
2023 Q3	–	Sell	-3,585	Closed	-$202K	–	153
2023 Q2	$202K	Buy	+3,585	New	+$197K	0.05%	132
2022 Q2	–	Sell	-3,526	Closed	-$215K	–	131
2022 Q1	$215K	Sell	3,526 -120	-3%	-$7.15K	0.06%	122
2021 Q4	$240K	Sell	3,646 -532	-13%	-$34.1K	0.07%	113
2021 Q3	$262K	Buy	4,178 +2	+0%	+$128	0.1%	98
2021 Q2	$251K	Sell	4,176 -138	-3%	-$7.98K	0.1%	101
2021 Q1	$238K	Buy	+4,314	New	+$239K	0.11%	105

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

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

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

Howard Financial Services's IHI Position: Q1 2026 in Review

Howard Financial Services sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,479 shares — an estimated $216K sold.

Howard Financial Services first reported a position in IHI in Q1 2021 and held it in 13 quarters. The position peaked at $262K in Q3 2021. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Howard Financial Services reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Howard Financial Services sold 3,479 iShares US Medical Devices ETF shares in Q1 2026, an estimated $216K.
Howard Financial Services first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 13 quarters.
Howard Financial Services's iShares US Medical Devices ETF position peaked at $262K in Q3 2021.
509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Howard Financial Services's 13F filing for Q1 2026, filed 7 Apr 2026.