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

Activest Wealth Management’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 Q2	$74.2K	Sell	1,501 -1,800	-55%	-$91.4K	0.01%	223
2026 Q1	$176K	Buy	3,301 +1	+0%	+$59	0.03%	164
2025 Q4	$205K	Buy	3,300 +1	+0%	+$62	0.04%	144
2025 Q3	$198K	Buy	3,299 +1	+0%	+$61	0.04%	126
2025 Q2	$207K	Buy	3,298 +1	+0%	+$60	0.05%	96
2025 Q1	$198K	Buy	3,297 +1	+0%	+$62	0.05%	96
2024 Q4	$192K	Buy	3,296 +2	+0.1%	+$119	0.05%	86
2024 Q3	$195K	Buy	3,294 +2	+0.1%	+$114	0.06%	83
2024 Q2	$184K	Buy	3,292 +1	+0%	+$56	0.06%	86
2024 Q1	$193K	Buy	3,291 +1	+0%	+$56	0.09%	63
2023 Q4	$178K	Buy	3,290 +5	+0.2%	+$244	0.1%	49
2023 Q3	$159K	Buy	+3,285	New	+$175K	0.1%	46
2023 Q2	–	Sell	-4,436	Closed	-$237K	–	344
2023 Q1	$237K	Buy	+4,436	New	+$236K	0.15%	38
2022 Q3	–	Sell	-5,480	Closed	-$276K	–	519
2022 Q2	$276K	Sell	5,480 -1,292	-19%	-$70.4K	0.19%	39
2022 Q1	$413K	Sell	6,772 -2,010	-23%	-$120K	0.27%	39
2021 Q4	$578K	Buy	8,782 +774	+10%	+$49.5K	0.36%	35
2021 Q3	$503K	Sell	8,008 -386	-5%	-$24.6K	0.33%	37
2021 Q2	$505K	Buy	8,394 +588	+8%	+$34K	0.38%	32
2021 Q1	$429K	Buy	+7,806	New	+$433K	0.35%	30

Other funds holding IHI

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

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

Citigroup New York $303B AUM 53.02% 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

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

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Activest Wealth Management's IHI Position: Q2 2026 in Review

Activest Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 55% in Q2 2026, selling an estimated $91.4K and leaving 1,501 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #223.

Activest Wealth Management first reported a position in IHI in Q1 2021 and has held it in 19 quarters since. The position peaked at $578K in Q4 2021. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Activest Wealth Management held 1,501 shares of iShares US Medical Devices ETF worth $74.2K as of Q2 2026.
Activest Wealth Management sold 1,800 iShares US Medical Devices ETF shares in Q2 2026, an estimated $91.4K.
iShares US Medical Devices ETF made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #223 holding.
Activest Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2021 and has held it in 19 quarters since.
Activest Wealth Management's iShares US Medical Devices ETF position peaked at $578K in Q4 2021.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.