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Summit Wealth Group (Colorado)’s iShares US Medical Devices ETF IHI Stock Holding History

Summit Wealth Group (Colorado)’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
-3,388
Closed -$211K – 345
2025
Q4 		$211K Buy
+3,388
New +$209K 0.03% 262
2025
Q3 		– Sell
-3,451
Closed -$216K – 355
2025
Q2 		$216K Buy
+3,451
New +$207K 0.05% 225

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

Summit Wealth Group (Colorado)'s IHI Position: Q1 2026 in Review

Summit Wealth Group (Colorado) sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,388 shares — an estimated $211K sold.

Summit Wealth Group (Colorado) first reported a position in IHI in Q2 2025 and held it in 2 quarters. The position peaked at $216K in Q2 2025. 503 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Summit Wealth Group (Colorado) reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,388 iShares US Medical Devices ETF shares in Q1 2026, an estimated $211K.
  • Summit Wealth Group (Colorado) first reported a position in iShares US Medical Devices ETF in Q2 2025 and held it in 2 quarters.
  • Summit Wealth Group (Colorado)'s iShares US Medical Devices ETF position peaked at $216K in Q2 2025.
  • 503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.