Paragon Financial Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Paragon Financial Partners’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	$919K	Sell	16,911 -1,426	-8%	-$83.7K	0.52%	34
2025 Q4	$1.14M	Sell	18,337 -242	-1%	-$14.9K	0.7%	25
2025 Q3	$1.12M	Sell	18,579 -72	-0.4%	-$4.4K	0.7%	24
2025 Q2	$1.17M	Buy	18,651 +7	+0%	+$421	0.8%	22
2025 Q1	$1.12M	Buy	18,644 +3	+0%	+$186	0.88%	23
2024 Q4	$1.09M	Buy	18,641 +1,657	+10%	+$98.5K	0.82%	23
2024 Q3	$1.01M	Sell	16,984 -1,464	-8%	-$83.6K	0.74%	26
2024 Q2	$1.03M	Sell	18,448 -417	-2%	-$23.3K	0.81%	21
2024 Q1	$1.11M	Sell	18,865 -600	-3%	-$33.9K	0.91%	20
2023 Q4	$1.05M	Buy	19,465 +1,111	+6%	+$54.3K	1.01%	19
2023 Q3	$890K	Buy	18,354 +901	+5%	+$47.9K	0.92%	18
2023 Q2	$985K	Sell	17,453 -495	-3%	-$27.3K	0.93%	19
2023 Q1	$969K	Sell	17,948 -50	-0.3%	-$2.66K	1.01%	17
2022 Q4	$946K	Sell	17,998 -3,412	-16%	-$173K	1.05%	19
2022 Q3	$1.01M	Sell	21,410 -1,530	-7%	-$79.4K	1.14%	16
2022 Q2	$1.16M	Sell	22,940 -1,121	-5%	-$61.1K	1.19%	15
2022 Q1	$1.47M	Sell	24,061 -249	-1%	-$14.8K	1.28%	15
2021 Q4	$1.6M	Buy	+24,310	New	+$1.56M	1.31%	14

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paragon Financial Partners's IHI Position: Q1 2026 in Review

Paragon Financial Partners reduced its iShares US Medical Devices ETF (IHI) stake by 7.8% in Q1 2026, selling an estimated $83.7K and leaving 16,911 shares worth $919K. The position accounts for 0.52% of the portfolio, ranked #34.

Paragon Financial Partners first reported a position in IHI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.6M in Q4 2021. 504 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Paragon Financial Partners held 16,911 shares of iShares US Medical Devices ETF worth $919K as of Q1 2026.
Paragon Financial Partners sold 1,426 iShares US Medical Devices ETF shares in Q1 2026, an estimated $83.7K.
iShares US Medical Devices ETF made up 0.52% of Paragon Financial Partners's portfolio in Q1 2026, its #34 holding.
Paragon Financial Partners first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 18 quarters since.
Paragon Financial Partners's iShares US Medical Devices ETF position peaked at $1.6M in Q4 2021.
504 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.