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Transcend Capital Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Transcend Capital Advisors’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
-6,985
Closed -$434K – 751
2025
Q4 		$434K Sell
6,985
-15,770
-69% -$974K 0.03% 397
2025
Q3 		$1.37M Sell
22,755
-11,429
-33% -$699K 0.1% 196
2025
Q2 		$2.14M Sell
34,184
-28,306
-45% -$1.7M 0.17% 137
2025
Q1 		$3.76M Sell
62,490
-6,612
-10% -$411K 0.27% 89
2024
Q4 		$4.03M Sell
69,102
-2,378
-3% -$141K 0.29% 80
2024
Q3 		$4.23M Sell
71,480
-1,371
-2% -$78.3K 0.28% 83
2024
Q2 		$4.08M Buy
72,851
+267
+0.4% +$14.9K 0.3% 77
2024
Q1 		$4.25M Buy
72,584
+10,117
+16% +$571K 0.34% 69
2023
Q4 		$3.37M Buy
62,467
+14,522
+30% +$709K 0.3% 80
2023
Q3 		$2.33M Buy
+47,945
New +$2.55M 0.23% 101
2023
Q2 		– Sell
-4,202
Closed -$227K – 498
2023
Q1 		$227K Sell
4,202
-2,500
-37% -$133K 0.02% 421
2022
Q4 		$352K Sell
6,702
-3,520
-34% -$179K 0.04% 336
2022
Q3 		$482K Sell
10,222
-3,249
-24% -$169K 0.05% 286
2022
Q2 		$679K Buy
13,471
+545
+4% +$29.7K 0.07% 248
2022
Q1 		$788K Sell
12,926
-1,275
-9% -$76K 0.07% 248
2021
Q4 		$935K Sell
14,201
-126
-0.9% -$8.07K 0.08% 219
2021
Q3 		$932K Buy
14,327
+581
+4% +$37.1K 0.08% 218
2021
Q2 		$826K Sell
13,746
-5,130
-27% -$297K 0.12% 171
2021
Q1 		$1.04M Sell
18,876
-4,878
-21% -$271K 0.13% 173
2020
Q4 		$1.3M Buy
23,754
+2,928
+14% +$153K 0.17% 140
2020
Q3 		$1.04M Buy
+20,826
New +$1.01M 0.19% 110
2020
Q2 		– Sell
-36,816
Closed -$1.38M – 156
2020
Q1 		$1.38M Buy
+36,816
New +$1.55M 0.41% 73

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

Transcend Capital Advisors's IHI Position: Q1 2026 in Review

Transcend Capital Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 6,985 shares — an estimated $434K sold.

Transcend Capital Advisors first reported a position in IHI in Q1 2020 and held it in 22 quarters. The position peaked at $4.25M in Q1 2024. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Transcend Capital Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
  • Transcend Capital Advisors sold 6,985 iShares US Medical Devices ETF shares in Q1 2026, an estimated $434K.
  • Transcend Capital Advisors first reported a position in iShares US Medical Devices ETF in Q1 2020 and held it in 22 quarters.
  • Transcend Capital Advisors's iShares US Medical Devices ETF position peaked at $4.25M in Q1 2024.
  • 509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.