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
2024 Q4	–	Sell	-3,600	Closed	-$213K	–	1546
2024 Q3	$213K	Hold	3,600	–	–	﹤0.01%	1308
2024 Q2	$202K	Hold	3,600	–	–	﹤0.01%	1285
2024 Q1	$211K	Hold	3,600	–	–	﹤0.01%	1241
2023 Q4	$194K	Hold	3,600	–	–	﹤0.01%	1227
2023 Q3	$175K	Hold	3,600	–	–	﹤0.01%	1093
2023 Q2	$203K	Hold	3,600	–	–	﹤0.01%	1096
2023 Q1	$194K	Hold	3,600	–	–	﹤0.01%	1014
2022 Q4	$189K	Buy	+3,600	New	+$183K	﹤0.01%	903
2022 Q3	–	Sell	-6,300	Closed	-$317K	–	992
2022 Q2	$317K	Hold	6,300	–	–	﹤0.01%	717
2022 Q1	$384K	Buy	+6,300	New	+$376K	﹤0.01%	712

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

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.