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Matthew Hamilton Rosenberg’s iShares US Medical Devices ETF IHI Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$45.5K Hold
889
– – 0.01% 458
2026
Q2 		$43.9K Sell
889
-22
-2% -$1.12K 0.01% 451
2026
Q1 		$48.6K Hold
911
– – 0.01% 426
2025
Q4 		$56.6K Hold
911
– – 0.01% 405
2025
Q3 		$54.7K Hold
911
– – 0.01% 409
2025
Q2 		$57.1K Sell
911
-1,500
-62% -$90.1K 0.01% 420
2025
Q1 		$145K Sell
2,411
-679
-22% -$42.2K 0.04% 243
2024
Q4 		$180K Buy
3,090
+257
+9% +$15.3K 0.05% 202
2024
Q3 		$168K Sell
2,833
-85
-3% -$4.85K 0.04% 214
2024
Q2 		$161K Hold
2,918
– – 0.05% 207
2024
Q1 		$169K Hold
2,918
– – 0.05% 213
2023
Q4 		$157K Hold
2,918
– – 0.05% 221
2023
Q3 		$142K Sell
2,918
-64
-2% -$3.4K 0.05% 231
2023
Q2 		$168K Sell
2,982
-4,716
-61% -$260K 0.06% 205
2023
Q1 		$416K Hold
7,698
– – 0.13% 81
2022
Q4 		$405K Sell
7,698
-198
-3% -$10K 0.14% 88
2022
Q3 		$373K Hold
7,896
– – 0.14% 83
2022
Q2 		$406K Hold
7,896
– – 0.15% 82
2022
Q1 		$481K Sell
7,896
-646
-8% -$38.5K 0.17% 75
2021
Q4 		$562K Buy
8,542
+1,500
+21% +$96K 0.2% 61
2021
Q3 		$442K Buy
+7,042
New +$449K 0.17% 68
2021
Q1 		– Sell
-120
Closed -$7K – 559
2020
Q4 		$7K Buy
+120
New +$6.27K ﹤0.01% 494

Other funds holding IHI

DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Matthew Hamilton Rosenberg's IHI Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares US Medical Devices ETF (IHI) position steady in Q3 2026 at 889 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #458.

Matthew Hamilton Rosenberg first reported a position in IHI in Q4 2020 and has held it in 22 quarters since. The position peaked at $562K in Q4 2021. 18 funds tracked by Wall St. Rank hold IHI as of Q3 2026.

  • Matthew Hamilton Rosenberg held 889 shares of iShares US Medical Devices ETF worth $45.5K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares US Medical Devices ETF share count unchanged in Q3 2026.
  • iShares US Medical Devices ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #458 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 22 quarters since.
  • Matthew Hamilton Rosenberg's iShares US Medical Devices ETF position peaked at $562K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.