Lido Advisors
IHI icon

Lido Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Lido Advisors’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 		$757K Sell
14,193
-12,720
-47% -$747K ﹤0.01% 1095
2025
Q4 		$1.63M Buy
26,913
+1,045
+4% +$64.5K ﹤0.01% 792
2025
Q3 		$1.55M Buy
25,868
+4,477
+21% +$274K ﹤0.01% 767
2025
Q2 		$1.34M Buy
21,391
+3,108
+17% +$187K 0.01% 727
2025
Q1 		$1.1M Buy
18,283
+4,705
+35% +$292K 0.01% 741
2024
Q4 		$792K Buy
13,578
+98
+0.7% +$5.82K ﹤0.01% 848
2024
Q3 		$798K Buy
13,480
+895
+7% +$51.1K ﹤0.01% 803
2024
Q2 		$705K Sell
12,585
-53
-0.4% -$2.97K ﹤0.01% 796
2024
Q1 		$740K Sell
12,638
-1,946
-13% -$110K ﹤0.01% 761
2023
Q4 		$787K Sell
14,584
-92
-0.6% -$4.49K 0.01% 706
2023
Q3 		$712K Buy
14,676
+302
+2% +$16.1K 0.01% 644
2023
Q2 		$812K Sell
14,374
-1,090
-7% -$60K 0.01% 592
2023
Q1 		$835K Buy
15,464
+1,910
+14% +$102K 0.01% 527
2022
Q4 		$713K Sell
13,554
-715
-5% -$36.3K 0.01% 488
2022
Q3 		$673K Sell
14,269
-850
-6% -$44.1K 0.01% 467
2022
Q2 		$762K Buy
15,119
+2,175
+17% +$119K 0.01% 414
2022
Q1 		$789K Buy
12,944
+4,177
+48% +$249K 0.01% 454
2021
Q4 		$577K Buy
8,767
+529
+6% +$33.9K 0.01% 565
2021
Q3 		$517K Buy
+8,238
New +$526K 0.01% 584
2020
Q4 		– Sell
-7,104
Closed -$355K – 830
2020
Q3 		$355K Buy
+7,104
New +$344K 0.01% 447
2019
Q1 		– Sell
-83,856
Closed -$2.79M – 532
2018
Q4 		$2.79M Sell
83,856
-1,020
-1% -$35.3K 0.28% 59
2018
Q3 		$3.22M Buy
84,876
+9,402
+12% +$334K 0.31% 52
2018
Q2 		$2.52M Buy
+75,474
New +$2.46M 0.29% 50
2017
Q3 		– Sell
-129,174
Closed -$3.59M – 307
2017
Q2 		$3.59M Buy
129,174
+11,568
+10% +$306K 0.75% 19
2017
Q1 		$3.08M Buy
+117,606
New +$2.85M 0.85% 21

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

Lido Advisors's IHI Position: Q1 2026 in Review

Lido Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 47% in Q1 2026, selling an estimated $747K and leaving 14,193 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Lido Advisors first reported a position in IHI in Q1 2017 and has held it in 25 quarters since. The position peaked at $3.59M in Q2 2017. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Lido Advisors held 14,193 shares of iShares US Medical Devices ETF worth $757K as of Q1 2026.
  • Lido Advisors sold 12,720 iShares US Medical Devices ETF shares in Q1 2026, an estimated $747K.
  • iShares US Medical Devices ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1095 holding.
  • Lido Advisors first reported a position in iShares US Medical Devices ETF in Q1 2017 and has held it in 25 quarters since.
  • Lido Advisors's iShares US Medical Devices ETF position peaked at $3.59M in Q2 2017.
  • 503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.