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

SHP 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 		$17.5K Buy
327
+121
+59% +$7.11K ﹤0.01% 763
2025
Q4 		$12.8K Buy
+206
New +$12.7K ﹤0.01% 776

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $445B AUM 25.58% 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

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

SHP Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 59% in Q1 2026, buying an estimated $7.11K and bringing the position to 327 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

SHP Wealth Management first reported a position in IHI in Q4 2025 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • SHP Wealth Management held 327 shares of iShares US Medical Devices ETF worth $17.5K as of Q1 2026.
  • SHP Wealth Management bought 121 iShares US Medical Devices ETF shares in Q1 2026, an estimated $7.11K.
  • iShares US Medical Devices ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #763 holding.
  • SHP Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2025 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.