Modern Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Modern Wealth Management’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	-5,235	Closed	-$325K	–	919
2025 Q4	$325K	Sell	5,235 -2,824	-35%	-$174K	0.01%	662
2025 Q3	$484K	Sell	8,059 -34,854	-81%	-$2.13M	0.01%	513
2025 Q2	$2.69M	Buy	42,913 +1,655	+4%	+$99.5K	0.07%	233
2025 Q1	$2.48M	Buy	41,258 +858	+2%	+$53.3K	0.08%	191
2024 Q4	$2.36M	Buy	40,400 +25,575	+173%	+$1.52M	0.09%	167
2024 Q3	$878K	Buy	14,825 +1,071	+8%	+$61.2K	0.05%	177
2024 Q2	$771K	Sell	13,754 -5,431	-28%	-$304K	0.06%	163
2024 Q1	$1.12M	Buy	+19,185	New	+$1.08M	0.1%	108

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

Modern Wealth Management's IHI Position: Q1 2026 in Review

Modern Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 5,235 shares — an estimated $325K sold.

Modern Wealth Management first reported a position in IHI in Q1 2024 and held it in 8 quarters. The position peaked at $2.69M in Q2 2025. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Modern Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 5,235 iShares US Medical Devices ETF shares in Q1 2026, an estimated $325K.
Modern Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2024 and held it in 8 quarters.
Modern Wealth Management's iShares US Medical Devices ETF position peaked at $2.69M in Q2 2025.
509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.