Dale Q Rice Investment Management Ltd IHI — ISHARES US MEDICAL DEVICES ETF

Ownership history in Dale Q Rice Investment Management Ltd  ·  7 quarters on record

AI Ownership Summary

Dale Q Rice Investment Management Ltd reported ISHARES US MEDICAL DEVICES ETF (IHI) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 2.23% in 2025 Q1. The latest visible filing shows IHI at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dale Q Rice Investment Management Ltd's position in ISHARES US MEDICAL DEVICES ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IHI was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IHI stock page Dale Q Rice Investment Management Ltd fund profile Dale Q Rice Investment Management Ltd full holdings
How Dale Q Rice Investment Management Ltd held IHI — position size vs. price
% of Fund (quarterly)    IHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 10.3% +5.3% ❌ 24,502 -2,822 -10.3% 0.66% $1.2M 2026-08-07 $54.30
2026 Q1 REDUCED — — — 27,324 -663 -2.4% 1.10% $1.5M 2026-05-08 $48.86
2025 Q4 REDUCED 13.3% -14.1% ✅ 27,987 -4,310 -13.3% 1.25% $1.7M 2026-01-30 $59.85
2025 Q3 REDUCED — — — 32,297 -1,637 -4.8% 1.37% $1.9M 2025-10-15 $58.91
2025 Q2 REDUCED 52.6% -5.0% ✅ 33,934 -37,658 -52.6% 1.71% $2.1M 2025-07-29 $61.10
2025 Q1 REDUCED — — — 71,592 -1,192 -1.6% 2.23% $4.3M 2025-04-22 $56.55
2024 Q4 INITIATED — — — 72,784 — — 1.87% $4.2M 2025-01-13 $59.26

🏢 Other funds also holding IHI

As of 2026 Q3 — sorted by position size

REYL & Cie S.A. 0.39% Montecito Bank & Trust 3Y 7Y 0.16%

FAQ About Dale Q Rice Investment Management Ltd and IHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dale Q Rice Investment Management Ltd reported owning IHI?

Dale Q Rice Investment Management Ltd reported IHI across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IHI position in Dale Q Rice Investment Management Ltd's portfolio?

The largest reported portfolio weight for IHI was 2.23% in 2025 Q1.

What is the latest reported IHI position on this page?

The most recent filing on this page is 2026 Q2, when Dale Q Rice Investment Management Ltd reported 24,502 shares, equal to 0.66% of portfolio, with an estimated market value of $1.2M.

What does the chart on this IHI ownership page compare?

The chart compares Dale Q Rice Investment Management Ltd's quarterly IHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dale Q Rice Investment Management Ltd time their IHI position?

Based on 13F filing dates vs. subsequent IHI price moves, Dale Q Rice Investment Management Ltd correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on IHI relative to SPY over the holding period was +479.4%.

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