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Sagespring Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Sagespring Wealth Partners’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 		$649K Hold
12,163
– – 0.01% 435
2025
Q4 		$756K Buy
12,163
+1
+0% +$62 0.01% 366
2025
Q3 		$731K Hold
12,162
– – 0.01% 370
2025
Q2 		$762K Hold
12,162
– – 0.02% 344
2025
Q1 		$732K Hold
12,162
– – 0.02% 302
2024
Q4 		$710K Buy
+12,162
New +$723K 0.02% 277

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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 $377B AUM 19.32% 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

Sagespring Wealth Partners's IHI Position: Q1 2026 in Review

Sagespring Wealth Partners held its iShares US Medical Devices ETF (IHI) position steady in Q1 2026 at 12,163 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #435.

Sagespring Wealth Partners first reported a position in IHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $762K in Q2 2025. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Sagespring Wealth Partners held 12,163 shares of iShares US Medical Devices ETF worth $649K as of Q1 2026.
  • Sagespring Wealth Partners left its iShares US Medical Devices ETF share count unchanged in Q1 2026.
  • iShares US Medical Devices ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #435 holding.
  • Sagespring Wealth Partners first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's iShares US Medical Devices ETF position peaked at $762K in Q2 2025.
  • 503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.