Level Four Advisory Services’s iShares US Medical Devices ETF IHI Stock Holding History

Level Four Advisory 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	-3,312	Closed	-$206K	–	888
2025 Q4	$206K	Buy	+3,312	New	+$204K	0.01%	801
2025 Q3	–	Sell	-3,310	Closed	-$207K	–	819
2025 Q2	$207K	Sell	3,310 -298	-8%	-$17.9K	0.01%	744
2025 Q1	$217K	Sell	3,608 -313	-8%	-$19.4K	0.01%	703
2024 Q4	$229K	Sell	3,921 -399	-9%	-$23.7K	0.01%	694
2024 Q3	$251K	Sell	4,320 -351	-8%	-$20K	0.01%	682
2024 Q2	$262K	Sell	4,671 -5,057	-52%	-$283K	0.01%	648
2024 Q1	$525K	Hold	9,728	–	–	0.03%	455
2023 Q4	$525K	Sell	9,728 -2,996	-24%	-$146K	0.03%	454
2023 Q3	$617K	Buy	12,724 +832	+7%	+$44.2K	0.04%	387
2023 Q2	$671K	Sell	11,892 -629	-5%	-$34.6K	0.04%	391
2023 Q1	$676K	Sell	12,521 -175	-1%	-$9.32K	0.04%	357
2022 Q4	$667K	Buy	12,696 +3,271	+35%	+$166K	0.05%	335
2022 Q3	$445K	Hold	9,425	–	–	0.04%	331
2022 Q2	$475K	Sell	9,425 -2,063	-18%	-$112K	0.04%	346
2022 Q1	$700K	Sell	11,488 -336	-3%	-$20K	0.05%	313
2021 Q4	$779K	Buy	11,824 +8,047	+213%	+$515K	0.06%	299
2021 Q3	$237K	Sell	3,777 -10,821	-74%	-$690K	0.02%	421
2021 Q2	$878K	Sell	14,598 -1,926	-12%	-$111K	0.06%	289
2021 Q1	$910K	Sell	16,524 -2,406	-13%	-$133K	0.07%	278
2020 Q4	$1.03M	Buy	18,930 +228	+1%	+$11.9K	0.08%	241
2020 Q3	$934K	Buy	18,702 +750	+4%	+$36.3K	0.07%	253
2020 Q2	$798K	Buy	17,952 +4,398	+32%	+$188K	0.06%	291
2020 Q1	$512K	Buy	13,554 +600	+5%	+$25.3K	0.06%	311
2019 Q4	$574K	Buy	12,954 +4,836	+60%	+$203K	0.02%	362
2019 Q3	$334K	Hold	8,118	–	–	0.03%	381
2019 Q2	$326K	Buy	8,118 +150	+2%	+$5.68K	0.03%	405
2019 Q1	$307K	Buy	7,968 +600	+8%	+$21.8K	0.03%	406
2018 Q4	$245K	Buy	7,368 +390	+6%	+$13.5K	0.03%	440
2018 Q3	$265K	Buy	6,978 +90	+1%	+$3.2K	0.03%	492
2018 Q2	$230K	Hold	6,888	–	–	0.02%	547
2018 Q1	$212K	Buy	+6,888	New	+$212K	0.02%	495

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

Level Four Advisory Services's IHI Position: Q1 2026 in Review

Level Four Advisory Services sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,312 shares — an estimated $206K sold.

Level Four Advisory Services first reported a position in IHI in Q1 2018 and held it in 31 quarters. The position peaked at $1.03M in Q4 2020. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Level Four Advisory Services reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 3,312 iShares US Medical Devices ETF shares in Q1 2026, an estimated $206K.
Level Four Advisory Services first reported a position in iShares US Medical Devices ETF in Q1 2018 and held it in 31 quarters.
Level Four Advisory Services's iShares US Medical Devices ETF position peaked at $1.03M in Q4 2020.
509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.