Strategic Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Strategic 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 Q1	$158K	Buy	2,966 +91	+3%	+$5.34K	0.01%	330
2025 Q4	$179K	Sell	2,875 -1,721	-37%	-$106K	0.01%	324
2025 Q3	$276K	Sell	4,596 -1,827	-28%	-$112K	0.02%	296
2025 Q2	$402K	Buy	+6,423	New	+$386K	0.03%	238
2024 Q4	$709K	Sell	10,998 -127,769	-92%	-$7.59M	0.06%	173
2024 Q3	$8.22M	Buy	138,767 +4,111	+3%	+$235K	0.79%	39
2024 Q2	$7.55M	Buy	134,656 +6,322	+5%	+$354K	0.79%	34
2024 Q1	$7.52M	Buy	128,334 +12,482	+11%	+$705K	0.82%	35
2023 Q4	$6.25M	Buy	+115,852	New	+$5.66M	0.77%	36
2019 Q1	–	Sell	-780	Closed	-$26K	–	791
2018 Q4	$26K	Hold	780	–	–	0.01%	295
2018 Q3	$30K	Hold	780	–	–	0.02%	283
2018 Q2	$26K	Hold	780	–	–	0.02%	337
2018 Q1	$24K	Buy	+780	New	+$24K	0.01%	329

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

Strategic Wealth Partners's IHI Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares US Medical Devices ETF (IHI) stake by 3.2% in Q1 2026, buying an estimated $5.34K and bringing the position to 2,966 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #330.

Strategic Wealth Partners first reported a position in IHI in Q1 2018 and has held it in 13 quarters since. The position peaked at $8.22M in Q3 2024. 504 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Strategic Wealth Partners held 2,966 shares of iShares US Medical Devices ETF worth $158K as of Q1 2026.
Strategic Wealth Partners bought 91 iShares US Medical Devices ETF shares in Q1 2026, an estimated $5.34K.
iShares US Medical Devices ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #330 holding.
Strategic Wealth Partners first reported a position in iShares US Medical Devices ETF in Q1 2018 and has held it in 13 quarters since.
Strategic Wealth Partners's iShares US Medical Devices ETF position peaked at $8.22M in Q3 2024.
504 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.