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Sterling Financial Planning’s iShares US Medical Devices ETF IHI Stock Holding History

Sterling Financial Planning’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
-3,630
Closed -$226K – 120
2025
Q4 		$226K Buy
3,630
+2
+0.1% +$123 0.07% 110
2025
Q3 		$218K Buy
3,628
+2
+0.1% +$122 0.07% 111
2025
Q2 		$227K Buy
3,626
+2
+0.1% +$120 0.08% 109
2025
Q1 		$218K Buy
3,624
+1
+0% +$62 0.08% 104
2024
Q4 		$211K Sell
3,623
-1,325
-27% -$78.7K 0.08% 105
2024
Q3 		$293K Buy
4,948
+3
+0.1% +$171 0.11% 90
2024
Q2 		$277K Buy
4,945
+2
+0% +$112 0.11% 89
2024
Q1 		$290K Buy
4,943
+1
+0% +$56 0.12% 89
2023
Q4 		$267K Buy
4,942
+9
+0.2% +$440 0.12% 85
2023
Q3 		$239K Buy
4,933
+130
+3% +$6.91K 0.12% 87
2023
Q2 		$271K Buy
4,803
+2
+0% +$110 0.13% 79
2023
Q1 		$259K Buy
4,801
+1
+0% +$53 0.14% 82
2022
Q4 		$252K Buy
4,800
+8
+0.2% +$406 0.15% 83
2022
Q3 		$226K Hold
4,792
– – 0.16% 82
2022
Q2 		$242K Buy
4,792
+3
+0.1% +$164 0.17% 84
2022
Q1 		$292K Buy
4,789
+1
+0% +$60 0.18% 76
2021
Q4 		$315K Buy
4,788
+5
+0.1% +$320 0.2% 73
2021
Q3 		$300K Sell
4,783
-113
-2% -$7.21K 0.19% 66
2021
Q2 		$295K Buy
4,896
+6
+0.1% +$347 0.19% 62
2021
Q1 		$269K Sell
4,890
-1,782
-27% -$98.8K 0.19% 63
2020
Q4 		$364K Buy
+6,672
New +$349K 0.29% 48

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sterling Financial Planning's IHI Position: Q1 2026 in Review

Sterling Financial Planning sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,630 shares — an estimated $226K sold.

Sterling Financial Planning first reported a position in IHI in Q4 2020 and held it in 21 quarters. The position peaked at $364K in Q4 2020. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Sterling Financial Planning reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
  • Sterling Financial Planning sold 3,630 iShares US Medical Devices ETF shares in Q1 2026, an estimated $226K.
  • Sterling Financial Planning first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 21 quarters.
  • Sterling Financial Planning's iShares US Medical Devices ETF position peaked at $364K in Q4 2020.
  • 509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.