Next Level Wealth Planning’s iShares US Medical Devices ETF IHI Stock Holding History

Next Level Wealth Planning’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	$53.7K	Buy	+1,050	New	+$55.5K	0.02%	167

Other funds holding IHI

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return

Lynx Capital Group Beachwood, Ohio $254M AUM 9.64% 1-Year Est. Return

Next Level Wealth Planning's IHI Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares US Medical Devices ETF (IHI) in Q3 2026: 1,050 shares worth $53.7K. The stake represents 0.02% of the portfolio and ranks #167 among its holdings.

264 funds tracked by Wall St. Rank hold IHI as of Q3 2026.

Next Level Wealth Planning held 1,050 shares of iShares US Medical Devices ETF worth $53.7K as of Q3 2026.
iShares US Medical Devices ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares US Medical Devices ETF made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #167 holding.
264 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.