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

AE 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	$200K	Buy	4,046 +10	+0.2%	+$508	﹤0.01%	1726
2026 Q1	$215K	Sell	4,036 -515	-11%	-$30.2K	﹤0.01%	1570
2025 Q4	$283K	Buy	4,551 +66	+1%	+$4.07K	﹤0.01%	1336
2025 Q3	$269K	Buy	4,485 +1,601	+56%	+$97.9K	﹤0.01%	1239
2025 Q2	$181K	Buy	2,884 +18	+0.6%	+$1.08K	﹤0.01%	1333
2025 Q1	$173K	Sell	2,866 -75	-3%	-$4.66K	﹤0.01%	1317
2024 Q4	$172K	Buy	+2,941	New	+$175K	﹤0.01%	1307
2024 Q1	–	Sell	-236,109	Closed	-$13M	–	1556
2023 Q4	$13M	Sell	236,109 -13,146	-5%	-$642K	0.07%	337
2023 Q3	$12.1M	Sell	249,255 -41,435	-14%	-$2.2M	0.07%	332
2023 Q2	$16.4M	Buy	290,690 +13,238	+5%	+$729K	0.1%	248
2023 Q1	$15M	Sell	277,452 -862	-0.3%	-$45.9K	0.1%	254
2022 Q4	$14.6M	Sell	278,314 -422	-0.2%	-$21.4K	0.11%	228
2022 Q3	$13.2M	Sell	278,736 -48,696	-15%	-$2.53M	0.1%	205
2022 Q2	$16.5M	Sell	327,432 -32,678	-9%	-$1.78M	0.13%	173
2022 Q1	$22M	Buy	360,110 +165,993	+86%	+$9.9M	0.15%	149
2021 Q4	$12.8M	Sell	194,117 -25,010	-11%	-$1.6M	0.09%	220
2021 Q3	$13.8M	Buy	219,127 +185,035	+543%	+$11.8M	0.11%	192
2021 Q2	$2.05M	Sell	34,092 -56,328	-62%	-$3.26M	0.02%	632
2021 Q1	$4.98M	Sell	90,420 -96,300	-52%	-$5.34M	0.05%	313
2020 Q4	$10.2M	Buy	186,720 +75,120	+67%	+$3.93M	0.12%	179
2020 Q3	$5.57M	Sell	111,600 -90,084	-45%	-$4.36M	0.08%	215
2020 Q2	$8.9M	Buy	201,684 +143,142	+245%	+$6.12M	0.14%	152
2020 Q1	$2.2M	Sell	58,542 -17,742	-23%	-$747K	0.05%	288
2019 Q4	$3.36M	Buy	76,284 +46,446	+156%	+$1.95M	0.07%	242
2019 Q3	$1.23M	Buy	29,838 +12,564	+73%	+$514K	0.04%	396
2019 Q2	$693K	Buy	17,274 +9,420	+120%	+$357K	0.02%	501
2019 Q1	$303K	Buy	+7,854	New	+$285K	0.02%	463
2018 Q4	–	Sell	-6,414	Closed	-$243K	–	533
2018 Q3	$243K	Buy	+6,414	New	+$228K	0.01%	508

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

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

AE Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 0.25% in Q2 2026, buying an estimated $508 and bringing the position to 4,046 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

AE Wealth Management first reported a position in IHI in Q3 2018 and has held it in 28 quarters since. The position peaked at $22M in Q1 2022. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

AE Wealth Management held 4,046 shares of iShares US Medical Devices ETF worth $200K as of Q2 2026.
AE Wealth Management bought 10 iShares US Medical Devices ETF shares in Q2 2026, an estimated $508.
iShares US Medical Devices ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1726 holding.
AE Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2018 and has held it in 28 quarters since.
AE Wealth Management's iShares US Medical Devices ETF position peaked at $22M in Q1 2022.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.