Sonoma Private Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

Sonoma Private Wealth’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	-3,468	Closed	-$216K	–	72
2025 Q4	$216K	Hold	3,468	–	–	0.26%	68
2025 Q3	$208K	Sell	3,468 -204	-6%	-$12.5K	0.25%	70
2025 Q2	$230K	Sell	3,672 -150	-4%	-$9.01K	0.28%	69
2025 Q1	$230K	Sell	3,822 -67	-2%	-$4.16K	0.32%	65
2024 Q4	$227K	Sell	3,889 -111	-3%	-$6.6K	0.37%	74
2024 Q3	$237K	Hold	4,000	–	–	0.37%	85
2024 Q2	$224K	Hold	4,000	–	–	0.36%	82
2024 Q1	$234K	Buy	4,000 +120	+3%	+$6.78K	0.38%	82
2023 Q4	$209K	Buy	+3,880	New	+$190K	0.35%	78
2023 Q3	–	Sell	-3,704	Closed	-$209K	–	78
2023 Q2	$209K	Buy	+3,704	New	+$204K	0.37%	75

Other funds holding IHI

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

Citigroup New York $235B AUM 32.99% 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 $377B AUM 19.32% 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

Sonoma Private Wealth's IHI Position: Q1 2026 in Review

Sonoma Private Wealth sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,468 shares — an estimated $216K sold.

Sonoma Private Wealth first reported a position in IHI in Q2 2023 and held it in 10 quarters. The position peaked at $237K in Q3 2024. 504 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Sonoma Private Wealth reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Sonoma Private Wealth sold 3,468 iShares US Medical Devices ETF shares in Q1 2026, an estimated $216K.
Sonoma Private Wealth first reported a position in iShares US Medical Devices ETF in Q2 2023 and held it in 10 quarters.
Sonoma Private Wealth's iShares US Medical Devices ETF position peaked at $237K in Q3 2024.
504 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.