U.S. Capital Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

U.S. Capital Wealth 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	$292K	Buy	5,468 +1,341	+32%	+$78.7K	0.01%	831
2025 Q4	$256K	Sell	4,127 -171	-4%	-$10.6K	0.01%	851
2025 Q3	$258K	Sell	4,298 -60	-1%	-$3.67K	0.01%	813
2025 Q2	$273K	Sell	4,358 -520	-11%	-$31.2K	0.01%	749
2025 Q1	$294K	Sell	4,878 -189	-4%	-$11.7K	0.01%	703
2024 Q4	$296K	Hold	5,067	–	–	0.01%	688
2024 Q3	$300K	Sell	5,067 -58	-1%	-$3.31K	0.01%	586
2024 Q2	$287K	Sell	5,125 -6,830	-57%	-$382K	0.01%	580
2024 Q1	$700K	Sell	11,955 -892	-7%	-$50.4K	0.03%	406
2023 Q4	$693K	Sell	12,847 -20	-0.2%	-$977	0.03%	394
2023 Q3	$624K	Sell	12,867 -2,034	-14%	-$108K	0.03%	388
2023 Q2	$841K	Sell	14,901 -380	-2%	-$20.9K	0.04%	355
2023 Q1	$825K	Buy	15,281 +3,335	+28%	+$178K	0.04%	337
2022 Q4	$628K	Buy	11,946 +2,323	+24%	+$118K	0.03%	412
2022 Q3	$454K	Sell	9,623 -46,039	-83%	-$2.39M	0.02%	460
2022 Q2	$2.81M	Sell	55,662 -5,915	-10%	-$322K	0.12%	166
2022 Q1	$3.75M	Buy	61,577 +1,212	+2%	+$72.3K	0.14%	159
2021 Q4	$3.98M	Buy	60,365 +1,804	+3%	+$115K	0.16%	145
2021 Q3	$3.68M	Buy	+58,561	New	+$3.74M	0.16%	144

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

U.S. Capital Wealth Advisors's IHI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares US Medical Devices ETF (IHI) stake by 32% in Q1 2026, buying an estimated $78.7K and bringing the position to 5,468 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #831.

U.S. Capital Wealth Advisors first reported a position in IHI in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.98M in Q4 2021. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

U.S. Capital Wealth Advisors held 5,468 shares of iShares US Medical Devices ETF worth $292K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,341 iShares US Medical Devices ETF shares in Q1 2026, an estimated $78.7K.
iShares US Medical Devices ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #831 holding.
U.S. Capital Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares US Medical Devices ETF position peaked at $3.98M in Q4 2021.
509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.