Keystone Wealth Services’s iShares US Medical Devices ETF IHI Stock Holding History

Keystone Wealth 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	-3,525	Closed	-$219K	–	306
2025 Q4	$219K	Hold	3,525	–	–	0.05%	235
2025 Q3	$212K	Hold	3,525	–	–	0.05%	283
2025 Q2	$221K	Hold	3,525	–	–	0.05%	261
2025 Q1	$212K	Sell	3,525 -246	-7%	-$15.3K	0.06%	256
2024 Q4	$220K	Hold	3,771	–	–	0.06%	241
2024 Q3	$223K	Buy	+3,771	New	+$215K	0.06%	234
2024 Q2	–	Sell	-3,754	Closed	-$220K	–	233
2024 Q1	$220K	Sell	3,754 -201	-5%	-$11.4K	0.07%	203
2023 Q4	$213K	Buy	+3,955	New	+$193K	0.07%	204
2023 Q3	–	Sell	-4,097	Closed	-$231K	–	208
2023 Q2	$231K	Sell	4,097 -622	-13%	-$34.3K	0.09%	182
2023 Q1	$255K	Sell	4,719 -434	-8%	-$23.1K	0.1%	167
2022 Q4	$271K	Sell	5,153 -28	-0.5%	-$1.42K	0.12%	156
2022 Q3	$244K	Sell	5,181 -1,699	-25%	-$88.2K	0.12%	140
2022 Q2	$347K	Sell	6,880 -3,201	-32%	-$174K	0.16%	109
2022 Q1	$615K	Buy	10,081 +429	+4%	+$25.6K	0.24%	86
2021 Q4	$636K	Buy	+9,652	New	+$618K	0.26%	80

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

Keystone Wealth Services's IHI Position: Q1 2026 in Review

Keystone Wealth Services sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,525 shares — an estimated $219K sold.

Keystone Wealth Services first reported a position in IHI in Q4 2021 and held it in 15 quarters. The position peaked at $636K in Q4 2021. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Keystone Wealth Services reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Keystone Wealth Services sold 3,525 iShares US Medical Devices ETF shares in Q1 2026, an estimated $219K.
Keystone Wealth Services first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 15 quarters.
Keystone Wealth Services's iShares US Medical Devices ETF position peaked at $636K in Q4 2021.
503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.