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

Balance 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 Q2	$361K	Sell	7,304 -97	-1%	-$4.92K	0.1%	116
2026 Q1	$395K	Sell	7,401 -740	-9%	-$43.5K	0.12%	106
2025 Q4	$506K	Buy	8,141 +224	+3%	+$13.8K	0.16%	88
2025 Q3	$476K	Sell	7,917 -2,011	-20%	-$123K	0.12%	95
2025 Q2	$622K	Sell	9,928 -227	-2%	-$13.6K	0.36%	61
2025 Q1	$611K	Buy	+10,155	New	+$631K	0.4%	60

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

Balance Wealth's IHI Position: Q2 2026 in Review

Balance Wealth reduced its iShares US Medical Devices ETF (IHI) stake by 1.3% in Q2 2026, selling an estimated $4.92K and leaving 7,304 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #116.

Balance Wealth first reported a position in IHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $622K in Q2 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Balance Wealth held 7,304 shares of iShares US Medical Devices ETF worth $361K as of Q2 2026.
Balance Wealth sold 97 iShares US Medical Devices ETF shares in Q2 2026, an estimated $4.92K.
iShares US Medical Devices ETF made up 0.1% of Balance Wealth's portfolio in Q2 2026, its #116 holding.
Balance Wealth first reported a position in iShares US Medical Devices ETF in Q1 2025 and has held it in 6 quarters since.
Balance Wealth's iShares US Medical Devices ETF position peaked at $622K in Q2 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.