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 Q2	$542K	Sell	10,968 -1,195	-10%	-$60.7K	0.01%	507
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sagespring Wealth Partners's IHI Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares US Medical Devices ETF (IHI) stake by 9.8% in Q2 2026, selling an estimated $60.7K and leaving 10,968 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #507.

Sagespring Wealth Partners first reported a position in IHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $762K in Q2 2025. 503 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Sagespring Wealth Partners held 10,968 shares of iShares US Medical Devices ETF worth $542K as of Q2 2026.
Sagespring Wealth Partners sold 1,195 iShares US Medical Devices ETF shares in Q2 2026, an estimated $60.7K.
iShares US Medical Devices ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #507 holding.
Sagespring Wealth Partners first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 7 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 Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.