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

Patten & Patten’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
-3,695
Closed -$230K – 343
2025
Q4 		$230K Hold
3,695
– – 0.01% 321
2025
Q3 		$222K Sell
3,695
-730
-16% -$44.7K 0.01% 327
2025
Q2 		$277K Sell
4,425
-210
-5% -$12.6K 0.02% 276
2025
Q1 		$279K Sell
4,635
-140
-3% -$8.7K 0.02% 275
2024
Q4 		$279K Sell
4,775
-155
-3% -$9.21K 0.02% 269
2024
Q3 		$292K Hold
4,930
– – 0.02% 262
2024
Q2 		$276K Sell
4,930
-340
-6% -$19K 0.02% 263
2024
Q1 		$309K Sell
5,270
-710
-12% -$40.1K 0.02% 257
2023
Q4 		$323K Hold
5,980
– – 0.03% 229
2023
Q3 		$290K Sell
5,980
-10
-0.2% -$532 0.03% 238
2023
Q2 		$338K Hold
5,990
– – 0.03% 223
2023
Q1 		$323K Hold
5,990
– – 0.03% 222
2022
Q4 		$315K Hold
5,990
– – 0.03% 223
2022
Q3 		$283K Hold
5,990
– – 0.03% 232
2022
Q2 		$302K Hold
5,990
– – 0.03% 230
2022
Q1 		$365K Buy
5,990
+22
+0.4% +$1.31K 0.03% 227
2021
Q4 		$393K Sell
5,968
-188
-3% -$12K 0.03% 227
2021
Q3 		$386K Buy
6,156
+126
+2% +$8.04K 0.03% 226
2021
Q2 		$363K Buy
6,030
+60
+1% +$3.47K 0.03% 226
2021
Q1 		$329K Buy
5,970
+60
+1% +$3.33K 0.03% 222
2020
Q4 		$322K Buy
+5,910
New +$309K 0.03% 215

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patten & Patten's IHI Position: Q1 2026 in Review

Patten & Patten sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,695 shares — an estimated $230K sold.

Patten & Patten first reported a position in IHI in Q4 2020 and held it in 21 quarters. The position peaked at $393K in Q4 2021. 507 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Patten & Patten reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
  • Patten & Patten sold 3,695 iShares US Medical Devices ETF shares in Q1 2026, an estimated $230K.
  • Patten & Patten first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 21 quarters.
  • Patten & Patten's iShares US Medical Devices ETF position peaked at $393K in Q4 2021.
  • 507 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.