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

Stonebridge Financial Planning Group’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 		$1.41M Sell
26,422
-2,655
-9% -$156K 0.52% 63
2025
Q4 		$1.81M Sell
29,077
-1,769
-6% -$109K 0.65% 48
2025
Q3 		$1.85M Sell
30,846
-1,181
-4% -$72.2K 0.7% 46
2025
Q2 		$2.01M Sell
32,027
-3,662
-10% -$220K 0.84% 35
2025
Q1 		$2.15M Buy
35,689
+805
+2% +$50K 0.98% 30
2024
Q4 		$2.04M Sell
34,884
-1,180
-3% -$70.1K 0.91% 33
2024
Q3 		$2.14M Sell
36,064
-5,126
-12% -$293K 1.02% 28
2024
Q2 		$2.31M Sell
41,190
-2,981
-7% -$167K 1.16% 22
2024
Q1 		$2.59M Sell
44,171
-15,037
-25% -$849K 1.37% 14
2023
Q4 		$3.2M Sell
59,208
-24,895
-30% -$1.22M 1.84% 10
2023
Q3 		$4.08M Sell
84,103
-6,561
-7% -$349K 2.62% 6
2023
Q2 		$5.12M Sell
90,664
-185
-0.2% -$10.2K 3.12% 4
2023
Q1 		$4.9M Buy
90,849
+296
+0.3% +$15.8K 3.16% 4
2022
Q4 		$4.76M Sell
90,553
-1,206
-1% -$61.2K 3.17% 4
2022
Q3 		$4.33M Buy
91,759
+7,050
+8% +$366K 3.03% 3
2022
Q2 		$4.27M Sell
84,709
-6,832
-7% -$372K 2.9% 5
2022
Q1 		$5.58M Sell
91,541
-109
-0.1% -$6.5K 3.12% 5
2021
Q4 		$5.3M Buy
91,650
+2,733
+3% +$175K 2.78% 6
2021
Q3 		$5.85M Sell
88,917
-8,661
-9% -$553K 2.86% 5
2021
Q2 		$6.01M Sell
97,578
-294
-0.3% -$17K 3.19% 4
2021
Q1 		$5.55M Buy
97,872
+4,602
+5% +$255K 3.24% 5
2020
Q4 		$5.09M Buy
93,270
+7,860
+9% +$411K 3.22% 5
2020
Q3 		$4.47M Buy
85,410
+5,478
+7% +$265K 3.22% 5
2020
Q2 		$3.57M Buy
79,932
+2,064
+3% +$88.2K 3.04% 6
2020
Q1 		$3.13M Buy
77,868
+6,990
+10% +$294K 3.12% 6
2019
Q4 		$3.12M Buy
+70,878
New +$2.98M 2.82% 6

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

Stonebridge Financial Planning Group's IHI Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its iShares US Medical Devices ETF (IHI) stake by 9.1% in Q1 2026, selling an estimated $156K and leaving 26,422 shares worth $1.41M. The position accounts for 0.52% of the portfolio, ranked #63.

Stonebridge Financial Planning Group first reported a position in IHI in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.01M in Q2 2021. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Stonebridge Financial Planning Group held 26,422 shares of iShares US Medical Devices ETF worth $1.41M as of Q1 2026.
  • Stonebridge Financial Planning Group sold 2,655 iShares US Medical Devices ETF shares in Q1 2026, an estimated $156K.
  • iShares US Medical Devices ETF made up 0.52% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #63 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's iShares US Medical Devices ETF position peaked at $6.01M in Q2 2021.
  • 503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.