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

Opes 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	$435K	Hold	8,160	–	–	0.07%	98
2025 Q4	$507K	Hold	8,160	–	–	0.08%	96
2025 Q3	$490K	Hold	8,160	–	–	0.08%	90
2025 Q2	$511K	Hold	8,160	–	–	0.09%	88
2025 Q1	$491K	Hold	8,160	–	–	0.1%	88
2024 Q4	$476K	Hold	8,160	–	–	0.1%	84
2024 Q3	$483K	Hold	8,160	–	–	0.09%	80
2024 Q2	$457K	Sell	8,160 -138	-2%	-$7.72K	0.1%	82
2024 Q1	$486K	Sell	8,298 -206	-2%	-$11.6K	0.11%	85
2023 Q4	$459K	Sell	8,504 -3,508	-29%	-$171K	0.11%	83
2023 Q3	$583K	Sell	12,012 -17,207	-59%	-$915K	0.16%	69
2023 Q2	$1.65M	Buy	+29,219	New	+$1.61M	0.47%	43

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

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

Opes Wealth Management held its iShares US Medical Devices ETF (IHI) position steady in Q1 2026 at 8,160 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #98.

Opes Wealth Management first reported a position in IHI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.65M in Q2 2023. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Opes Wealth Management held 8,160 shares of iShares US Medical Devices ETF worth $435K as of Q1 2026.
Opes Wealth Management left its iShares US Medical Devices ETF share count unchanged in Q1 2026.
iShares US Medical Devices ETF made up 0.07% of Opes Wealth Management's portfolio in Q1 2026, its #98 holding.
Opes Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2023 and has held it in 12 quarters since.
Opes Wealth Management's iShares US Medical Devices ETF position peaked at $1.65M in Q2 2023.
509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.