RPCONE
IHI icon

Retirement Planning Company of New England’s iShares US Medical Devices ETF IHI Stock Holding History

Retirement Planning Company of New England’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
Q2 		$815K Buy
16,487
+133
+0.8% +$6.75K 0.29% 96
2026
Q1 		$873K Buy
16,354
+52
+0.3% +$3.05K 0.35% 84
2025
Q4 		$1.01M Buy
16,302
+26
+0.2% +$1.6K 0.41% 68
2025
Q3 		$978K Buy
16,276
+18
+0.1% +$1.1K 0.39% 68
2025
Q2 		$1.02M Sell
16,258
-163
-1% -$9.79K 0.45% 60
2025
Q1 		$988K Sell
16,421
-80
-0.5% -$4.97K 0.49% 55
2024
Q4 		$963K Sell
16,501
-206
-1% -$12.2K 0.47% 56
2024
Q3 		$989K Sell
16,707
-1,305
-7% -$74.5K 0.49% 55
2024
Q2 		$1.01M Sell
18,012
-287
-2% -$16.1K 0.55% 49
2024
Q1 		$1.07M Sell
18,299
-337
-2% -$19K 0.59% 45
2023
Q4 		$1.01M Buy
18,636
+1,769
+10% +$86.4K 0.45% 65
2023
Q3 		$818K Sell
16,867
-2,569
-13% -$137K 0.46% 67
2023
Q2 		$1.1M Sell
19,436
-349
-2% -$19.2K 0.63% 46
2023
Q1 		$1.07M Sell
19,785
-13
-0.1% -$692 0.65% 45
2022
Q4 		$1.04M Sell
19,798
-281
-1% -$14.3K 0.68% 45
2022
Q3 		$947K Buy
20,079
+306
+2% +$15.9K 0.68% 42
2022
Q2 		$997K Sell
19,773
-128
-0.6% -$6.98K 0.68% 43
2022
Q1 		$1.21M Hold
19,901
– – 0.69% 37
2021
Q4 		$1.31M Buy
+19,901
New +$1.27M 0.64% 36

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Retirement Planning Company of New England's IHI Position: Q2 2026 in Review

Retirement Planning Company of New England increased its iShares US Medical Devices ETF (IHI) stake by 0.81% in Q2 2026, buying an estimated $6.75K and bringing the position to 16,487 shares worth $815K. The position accounts for 0.29% of the portfolio, ranked #96.

Retirement Planning Company of New England first reported a position in IHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q4 2021. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Retirement Planning Company of New England held 16,487 shares of iShares US Medical Devices ETF worth $815K as of Q2 2026.
  • Retirement Planning Company of New England bought 133 iShares US Medical Devices ETF shares in Q2 2026, an estimated $6.75K.
  • iShares US Medical Devices ETF made up 0.29% of Retirement Planning Company of New England's portfolio in Q2 2026, its #96 holding.
  • Retirement Planning Company of New England first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's iShares US Medical Devices ETF position peaked at $1.31M in Q4 2021.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.