Patten Group’s iShares US Medical Devices ETF IHI Stock Holding History

Patten Group’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	-3,445	Closed	-$214K	–	307
2025 Q4	$214K	Hold	3,445	–	–	0.04%	291
2025 Q3	$207K	Buy	3,445 +140	+4%	+$8.56K	0.04%	281
2025 Q2	$207K	Buy	+3,305	New	+$199K	0.04%	251
2019 Q1	–	Sell	-288	Closed	-$10K	–	359
2018 Q4	$10K	Buy	+288	New	+$9.97K	﹤0.01%	434

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

Patten Group's IHI Position: Q1 2026 in Review

Patten Group sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,445 shares — an estimated $214K sold.

Patten Group first reported a position in IHI in Q4 2018 and held it in 4 quarters. The position peaked at $214K in Q4 2025. 504 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Patten Group reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Patten Group sold 3,445 iShares US Medical Devices ETF shares in Q1 2026, an estimated $214K.
Patten Group first reported a position in iShares US Medical Devices ETF in Q4 2018 and held it in 4 quarters.
Patten Group's iShares US Medical Devices ETF position peaked at $214K in Q4 2025.
504 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.