B. Riley Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

B. Riley 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 Q2	$2.24M	Sell	44,262 -27,916	-39%	-$1.42M	0.12%	167
2026 Q1	$3.8M	Sell	72,178 -19,228	-21%	-$1.13M	0.24%	99
2025 Q4	$5.68M	Sell	91,406 -5,031	-5%	-$311K	0.26%	83
2025 Q3	$5.79M	Sell	96,437 -13,093	-12%	-$801K	0.27%	76
2025 Q2	$6.86M	Buy	+109,530	New	+$6.58M	0.32%	62
2024 Q4	$6.63M	Sell	113,666 -1,493	-1%	-$88.7K	0.22%	102
2024 Q3	$6.74M	Sell	115,159 -11,322	-9%	-$647K	0.19%	121
2024 Q2	$7.09M	Buy	126,481 +12,338	+11%	+$691K	0.18%	114
2024 Q1	$5.55M	Sell	114,143 -13,602	-11%	-$768K	0.15%	147
2023 Q4	$6.89M	Buy	127,745 +13,602	+12%	+$664K	0.19%	122
2023 Q3	$5.55M	Sell	114,143 -11,438	-9%	-$608K	0.15%	147
2023 Q2	$7.09M	Sell	125,581 -14,738	-11%	-$812K	0.16%	135
2023 Q1	$7.57M	Buy	140,319 +4,543	+3%	+$242K	0.2%	113
2022 Q4	$7.14M	Buy	135,776 +15,416	+13%	+$782K	0.2%	114
2022 Q3	$5.68M	Buy	120,360 +97,447	+425%	+$5.06M	0.17%	134
2022 Q2	$1.16M	Sell	22,913 -1,995	-8%	-$109K	0.05%	374
2022 Q1	$1.52M	Sell	24,908 -13,284	-35%	-$792K	0.05%	361
2021 Q4	$2.52M	Sell	38,192 -45,181	-54%	-$2.89M	0.07%	296
2021 Q3	$5.24M	Buy	83,373 +3,927	+5%	+$251K	0.17%	134
2021 Q2	$4.78M	Sell	79,446 -43,860	-36%	-$2.54M	0.16%	155
2021 Q1	$6.79M	Buy	123,306 +64,212	+109%	+$3.56M	0.24%	94
2020 Q4	$3.22M	Sell	59,094 -1,188	-2%	-$62.1K	0.17%	135
2020 Q3	$3M	Buy	60,282 +5,280	+10%	+$256K	0.16%	145
2020 Q2	$2.43M	Buy	+55,002	New	+$2.35M	0.16%	144
2015 Q1	–	Sell	-900	Closed	-$17K	–	1243
2014 Q4	$17K	Buy	+900	New	+$16.2K	﹤0.01%	2631
2014 Q3	–	Sell	-900	Closed	-$15.3K	–	1244
2014 Q2	$15.3K	Buy	+900	New	+$14.7K	﹤0.01%	1599

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

B. Riley Wealth Advisors's IHI Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 39% in Q2 2026, selling an estimated $1.42M and leaving 44,262 shares worth $2.24M. The position accounts for 0.12% of the portfolio, ranked #167.

B. Riley Wealth Advisors first reported a position in IHI in Q2 2014 and has held it in 26 quarters since. The position peaked at $7.57M in Q1 2023. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

B. Riley Wealth Advisors held 44,262 shares of iShares US Medical Devices ETF worth $2.24M as of Q2 2026.
B. Riley Wealth Advisors sold 27,916 iShares US Medical Devices ETF shares in Q2 2026, an estimated $1.42M.
iShares US Medical Devices ETF made up 0.12% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #167 holding.
B. Riley Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q2 2014 and has held it in 26 quarters since.
B. Riley Wealth Advisors's iShares US Medical Devices ETF position peaked at $7.57M in Q1 2023.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.