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L.J. Altfest & Co’s iShares US Medical Devices ETF IHI Stock Holding History

L.J. Altfest & Co’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 		$5.46M Buy
102,280
+95,950
+1,516% +$5.63M 0.58% 35
2025
Q4 		$393K Buy
6,330
+1,137
+22% +$70.2K 0.04% 250
2025
Q3 		$312K Sell
5,193
-80,199
-94% -$4.91M 0.03% 281
2025
Q2 		$5.35M Sell
85,392
-19,396
-19% -$1.17M 0.63% 35
2025
Q1 		$6.31M Buy
104,788
+50,892
+94% +$3.16M 0.79% 31
2024
Q4 		$3.14M Buy
53,896
+18,651
+53% +$1.11M 0.4% 52
2024
Q3 		$2.09M Sell
35,245
-38,077
-52% -$2.17M 0.28% 64
2024
Q2 		$4.11M Sell
73,322
-5,441
-7% -$305K 0.56% 35
2024
Q1 		$4.62M Buy
78,763
+1,383
+2% +$78.1K 0.65% 32
2023
Q4 		$4.18M Buy
77,380
+12,510
+19% +$611K 0.61% 35
2023
Q3 		$3.15M Buy
+64,870
New +$3.45M 0.5% 36
2023
Q2 		– Sell
-4,730
Closed -$255K – 299
2023
Q1 		$255K Sell
4,730
-70,638
-94% -$3.76M 0.04% 246
2022
Q4 		$3.96M Sell
75,368
-19,111
-20% -$970K 0.66% 32
2022
Q3 		$4.46M Buy
94,479
+73,786
+357% +$3.83M 0.84% 21
2022
Q2 		$1.04M Buy
20,693
+1,514
+8% +$82.5K 0.19% 85
2022
Q1 		$1.17M Sell
19,179
-127,780
-87% -$7.62M 0.21% 76
2021
Q4 		$9.68M Buy
146,959
+136,170
+1,262% +$8.72M 1.85% 12
2021
Q3 		$677K Buy
10,789
+217
+2% +$13.8K 0.14% 111
2021
Q2 		$636K Buy
+10,572
New +$611K 0.14% 113
2020
Q2 		– Sell
-16,014
Closed -$601K – 223
2020
Q1 		$601K Buy
+16,014
New +$674K 0.19% 90
2019
Q2 		– Sell
-39,270
Closed -$1.51M – 194
2019
Q1 		$1.51M Sell
39,270
-18,198
-32% -$661K 0.37% 44
2018
Q4 		$1.91M Buy
57,468
+18,750
+48% +$649K 0.53% 30
2018
Q3 		$1.47M Buy
38,718
+174
+0.5% +$6.18K 0.43% 43
2018
Q2 		$1.29M Buy
38,544
+14,922
+63% +$486K 0.48% 44
2018
Q1 		$728K Buy
23,622
+354
+2% +$10.9K 0.31% 76
2017
Q4 		$673K Sell
23,268
-19,032
-45% -$549K 0.26% 90
2017
Q3 		$1.18M Buy
+42,300
New +$1.17M 0.57% 48

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

L.J. Altfest & Co's IHI Position: Q1 2026 in Review

L.J. Altfest & Co increased its iShares US Medical Devices ETF (IHI) stake by 1,516% in Q1 2026, buying an estimated $5.63M and bringing the position to 102,280 shares worth $5.46M. The position accounts for 0.58% of the portfolio, ranked #35.

L.J. Altfest & Co first reported a position in IHI in Q3 2017 and has held it in 27 quarters since. The position peaked at $9.68M in Q4 2021. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • L.J. Altfest & Co held 102,280 shares of iShares US Medical Devices ETF worth $5.46M as of Q1 2026.
  • L.J. Altfest & Co bought 95,950 iShares US Medical Devices ETF shares in Q1 2026, an estimated $5.63M.
  • iShares US Medical Devices ETF made up 0.58% of L.J. Altfest & Co's portfolio in Q1 2026, its #35 holding.
  • L.J. Altfest & Co first reported a position in iShares US Medical Devices ETF in Q3 2017 and has held it in 27 quarters since.
  • L.J. Altfest & Co's iShares US Medical Devices ETF position peaked at $9.68M in Q4 2021.
  • 503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.