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

Westshore Wealth’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	-9,092	Closed	-$565K	–	109
2025 Q4	$565K	Hold	9,092	–	–	0.19%	44
2025 Q3	$546K	Hold	9,092	–	–	0.19%	47
2025 Q2	$570K	Hold	9,092	–	–	0.22%	41
2025 Q1	$547K	Hold	9,092	–	–	0.23%	33
2024 Q4	$531K	Hold	9,092	–	–	0.21%	33
2024 Q3	$538K	Hold	9,092	–	–	0.22%	33
2024 Q2	$510K	Hold	9,092	–	–	0.21%	33
2024 Q1	$533K	Hold	9,092	–	–	0.22%	36
2023 Q4	$491K	Sell	9,092 -2,181	-19%	-$107K	0.23%	33
2023 Q3	$547K	Hold	11,273	–	–	0.3%	28
2023 Q2	$636K	Buy	11,273 +2,273	+25%	+$125K	0.32%	28
2023 Q1	$486K	Hold	9,000	–	–	0.26%	43
2022 Q4	$473K	Hold	9,000	–	–	0.27%	41
2022 Q3	$425K	Hold	9,000	–	–	0.29%	35
2022 Q2	$454K	Hold	9,000	–	–	0.3%	36
2022 Q1	$549K	Hold	9,000	–	–	0.37%	32
2021 Q4	$593K	Hold	9,000	–	–	0.41%	31
2021 Q3	$565K	Sell	9,000 -1,314	-13%	-$83.8K	0.46%	29
2021 Q2	$621K	Buy	10,314 +1,314	+15%	+$76K	0.32%	50
2021 Q1	$496K	Buy	+9,000	New	+$499K	0.28%	58
2019 Q4	$396K	Buy	+9,000	New	+$378K	0.44%	51

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Westshore Wealth's IHI Position: Q1 2026 in Review

Westshore Wealth sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 9,092 shares — an estimated $565K sold.

Westshore Wealth first reported a position in IHI in Q4 2019 and held it in 21 quarters. The position peaked at $636K in Q2 2023. 504 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Westshore Wealth reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Westshore Wealth sold 9,092 iShares US Medical Devices ETF shares in Q1 2026, an estimated $565K.
Westshore Wealth first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 21 quarters.
Westshore Wealth's iShares US Medical Devices ETF position peaked at $636K in Q2 2023.
504 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.