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

Perigon 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 		– Sell
-3,948
Closed -$245K – 1357
2025
Q4 		$245K Buy
3,948
+2
+0.1% +$123 ﹤0.01% 1124
2025
Q3 		$237K Sell
3,946
-1,433
-27% -$87.7K ﹤0.01% 1068
2025
Q2 		$337K Buy
5,379
+85
+2% +$5.11K 0.01% 804
2025
Q1 		$319K Sell
5,294
-503
-9% -$31.2K 0.01% 790
2024
Q4 		$357K Buy
5,797
+101
+2% +$6K 0.01% 755
2024
Q3 		$337K Sell
5,696
-256
-4% -$14.6K 0.01% 741
2024
Q2 		$334K Buy
5,952
+2
+0% +$112 0.01% 652
2024
Q1 		$349K Sell
5,950
-1,239
-17% -$70K 0.01% 634
2023
Q4 		$388K Sell
7,189
-1,378
-16% -$67.3K 0.01% 574
2023
Q3 		$415K Buy
8,567
+214
+3% +$11.4K 0.02% 487
2023
Q2 		$472K Buy
8,353
+1,331
+19% +$73.3K 0.02% 467
2023
Q1 		$379K Buy
7,022
+3
+0% +$160 0.02% 462
2022
Q4 		$369K Sell
7,019
-8,319
-54% -$422K 0.02% 467
2022
Q3 		$724K Sell
15,338
-2,559
-14% -$133K 0.06% 259
2022
Q2 		$903K Buy
17,897
+1,568
+10% +$85.5K 0.08% 219
2022
Q1 		$995K Buy
16,329
+4,448
+37% +$265K 0.07% 235
2021
Q4 		$782K Buy
11,881
+1,089
+10% +$69.7K 0.06% 258
2021
Q3 		$678K Sell
10,792
-15,062
-58% -$961K 0.06% 255
2021
Q2 		$1.56M Buy
25,854
+2,088
+9% +$121K 0.14% 135
2021
Q1 		$1.31M Sell
23,766
-2,310
-9% -$128K 0.13% 149
2020
Q4 		$1.42M Buy
26,076
+15,468
+146% +$809K 0.17% 106
2020
Q3 		$530K Buy
10,608
+4,182
+65% +$203K 0.07% 212
2020
Q2 		$284K Buy
+6,426
New +$275K 0.05% 277

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Perigon Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,948 shares — an estimated $245K sold.

Perigon Wealth Management first reported a position in IHI in Q2 2020 and held it in 23 quarters. The position peaked at $1.56M in Q2 2021. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Perigon Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 3,948 iShares US Medical Devices ETF shares in Q1 2026, an estimated $245K.
  • Perigon Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 23 quarters.
  • Perigon Wealth Management's iShares US Medical Devices ETF position peaked at $1.56M in Q2 2021.
  • 509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

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