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

TruWealth 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 		$745K Sell
13,976
-1,590
-10% -$93.4K 0.04% 105
2025
Q4 		$967K Sell
15,566
-513
-3% -$31.7K 0.05% 97
2025
Q3 		$966K Sell
16,079
-23
-0.1% -$1.41K 0.05% 96
2025
Q2 		$1.01M Sell
16,102
-120
-0.7% -$7.21K 0.06% 90
2025
Q1 		$976K Hold
16,222
– – 0.06% 81
2024
Q4 		$947K Sell
16,222
-1,990
-11% -$118K 0.06% 80
2024
Q3 		$1.08M Sell
18,212
-7,511
-29% -$429K 0.07% 79
2024
Q2 		$1.44M Sell
25,723
-676
-3% -$37.8K 0.1% 74
2024
Q1 		$1.55M Sell
26,399
-2,812
-10% -$159K 0.11% 76
2023
Q4 		$1.58M Sell
29,211
-13,566
-32% -$663K 0.12% 69
2023
Q3 		$2.07M Sell
42,777
-417,252
-91% -$22.2M 0.18% 61
2023
Q2 		$26M Buy
460,029
+6,407
+1% +$353K 2.23% 12
2023
Q1 		$24.5M Buy
453,622
+17,179
+4% +$915K 2.24% 10
2022
Q4 		$22.9M Buy
436,443
+27,067
+7% +$1.37M 2.24% 11
2022
Q3 		$19.3M Buy
409,376
+18,379
+5% +$954K 2.04% 13
2022
Q2 		$19.7M Buy
390,997
+19,339
+5% +$1.05M 2.11% 12
2022
Q1 		$22.7M Buy
371,658
+9,481
+3% +$565K 2.36% 10
2021
Q4 		$23.8M Buy
362,177
+8,814
+2% +$564K 2.41% 10
2021
Q3 		$22.2M Buy
353,363
+8,873
+3% +$566K 2.47% 8
2021
Q2 		$20.7M Buy
344,490
+16,278
+5% +$941K 2.43% 8
2021
Q1 		$18.1M Buy
328,212
+21,960
+7% +$1.22M 2.45% 8
2020
Q4 		$16.7M Buy
+306,252
New +$16M 2.49% 9

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

TruWealth Advisors's IHI Position: Q1 2026 in Review

TruWealth Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 10% in Q1 2026, selling an estimated $93.4K and leaving 13,976 shares worth $745K. The position accounts for 0.04% of the portfolio, ranked #105.

TruWealth Advisors first reported a position in IHI in Q4 2020 and has held it in 22 quarters since. The position peaked at $26M in Q2 2023. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • TruWealth Advisors held 13,976 shares of iShares US Medical Devices ETF worth $745K as of Q1 2026.
  • TruWealth Advisors sold 1,590 iShares US Medical Devices ETF shares in Q1 2026, an estimated $93.4K.
  • iShares US Medical Devices ETF made up 0.04% of TruWealth Advisors's portfolio in Q1 2026, its #105 holding.
  • TruWealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's iShares US Medical Devices ETF position peaked at $26M in Q2 2023.
  • 509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.