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

Octavia Wealth 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	–	Sell	-3,402	Closed	-$211K	–	243
2025 Q4	$211K	Sell	3,402 -42	-1%	-$2.59K	0.02%	234
2025 Q3	$207K	Sell	3,444 -28	-0.8%	-$1.71K	0.02%	242
2025 Q2	$217K	Hold	3,472	–	–	0.02%	210
2025 Q1	$209K	Hold	3,472	–	–	0.03%	219
2024 Q4	$203K	Hold	3,472	–	–	0.02%	214
2024 Q3	$206K	Buy	+3,472	New	+$198K	0.03%	213
2024 Q2	–	Sell	-3,472	Closed	-$203K	–	220
2024 Q1	$203K	Buy	+3,472	New	+$196K	0.03%	210
2022 Q1	–	Sell	-4,084	Closed	-$269K	–	202
2021 Q4	$269K	Buy	4,084 +124	+3%	+$7.94K	0.06%	160
2021 Q3	$247K	Sell	3,960 -324	-8%	-$20.7K	0.06%	157
2021 Q2	$258K	Sell	4,284 -1,872	-30%	-$108K	0.07%	147
2021 Q1	$339K	Sell	6,156 -14,022	-69%	-$778K	0.1%	123
2020 Q4	$1.1M	Buy	+20,178	New	+$1.05M	0.36%	58

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

Octavia Wealth Advisors's IHI Position: Q1 2026 in Review

Octavia Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,402 shares — an estimated $211K sold.

Octavia Wealth Advisors first reported a position in IHI in Q4 2020 and held it in 12 quarters. The position peaked at $1.1M in Q4 2020. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Octavia Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Octavia Wealth Advisors sold 3,402 iShares US Medical Devices ETF shares in Q1 2026, an estimated $211K.
Octavia Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 12 quarters.
Octavia Wealth Advisors's iShares US Medical Devices ETF position peaked at $1.1M in Q4 2020.
509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Octavia Wealth Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.