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

Rockwood 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	-3,276	Closed	-$204K	–	121
2025 Q4	$204K	Buy	+3,276	New	+$202K	0.02%	112
2025 Q3	–	Sell	-3,276	Closed	-$205K	–	111
2025 Q2	$205K	Buy	+3,276	New	+$197K	0.02%	99
2022 Q1	–	Sell	-3,276	Closed	-$216K	–	94
2021 Q4	$216K	Buy	+3,276	New	+$210K	0.1%	113

Other funds holding IHI

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

Citigroup New York $303B AUM 53.02% 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 $445B AUM 25.58% 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

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

Rockwood Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,276 shares — an estimated $204K sold.

Rockwood Wealth Management first reported a position in IHI in Q4 2021 and held it in 3 quarters. The position peaked at $216K in Q4 2021. 507 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Rockwood Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Rockwood Wealth Management sold 3,276 iShares US Medical Devices ETF shares in Q1 2026, an estimated $204K.
Rockwood Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 3 quarters.
Rockwood Wealth Management's iShares US Medical Devices ETF position peaked at $216K in Q4 2021.
507 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Rockwood Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.