Belpointe Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Belpointe Asset 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	$1.39M	Buy	28,147 +3,510	+14%	+$178K	0.05%	387
2026 Q1	$1.31M	Buy	24,637 +2,044	+9%	+$120K	0.05%	356
2025 Q4	$1.4M	Buy	22,593 +1,950	+9%	+$120K	0.05%	323
2025 Q3	$1.24M	Buy	20,643 +11,843	+135%	+$724K	0.05%	339
2025 Q2	$551K	Sell	8,800 -3,669	-29%	-$220K	0.02%	544
2025 Q1	$751K	Sell	12,469 -208	-2%	-$12.9K	0.04%	420
2024 Q4	$746K	Sell	12,677 -105	-0.8%	-$6.24K	0.04%	403
2024 Q3	$757K	Sell	12,782 -999	-7%	-$57.1K	0.05%	380
2024 Q2	$772K	Sell	13,781 -1,004	-7%	-$56.2K	0.05%	340
2024 Q1	$866K	Sell	14,785 -13,429	-48%	-$758K	0.06%	309
2023 Q4	$1.52M	Buy	28,214 +5,024	+22%	+$245K	0.13%	152
2023 Q3	$1.12M	Sell	23,190 -2,214	-9%	-$118K	0.12%	177
2023 Q2	$1.43M	Sell	25,404 -21,592	-46%	-$1.19M	0.15%	133
2023 Q1	$2.54M	Sell	46,996 -5,255	-10%	-$280K	0.14%	149
2022 Q4	$2.75M	Buy	52,251 +8,683	+20%	+$441K	0.17%	119
2022 Q3	$2.06M	Sell	43,568 -383	-0.9%	-$19.9K	0.14%	149
2022 Q2	$2.22M	Buy	43,951 +246	+0.6%	+$13.4K	0.15%	148
2022 Q1	$2.66M	Buy	43,705 +4,891	+13%	+$292K	0.16%	129
2021 Q4	$2.56M	Buy	38,814 +9,331	+32%	+$597K	0.16%	132
2021 Q3	$1.85M	Buy	29,483 +1,805	+7%	+$115K	0.13%	168
2021 Q2	$1.67M	Sell	27,678 -4,848	-15%	-$280K	0.12%	187
2021 Q1	$1.79M	Sell	32,526 -864	-3%	-$47.9K	0.15%	144
2020 Q4	$1.82M	Buy	33,390 +2,898	+10%	+$151K	0.16%	135
2020 Q3	$1.52M	Sell	30,492 -3,780	-11%	-$183K	0.17%	128
2020 Q2	$1.51M	Buy	34,272 +14,442	+73%	+$617K	0.2%	111
2020 Q1	$745K	Buy	19,830 +4,032	+26%	+$170K	0.13%	185
2019 Q4	$696K	Buy	15,798 +2,994	+23%	+$126K	0.09%	245
2019 Q3	$528K	Buy	12,804 +7,026	+122%	+$288K	0.09%	267
2019 Q2	$232K	Buy	+5,778	New	+$219K	0.05%	381
2018 Q4	–	Sell	-3,930	Closed	-$149K	–	560
2018 Q3	$149K	Buy	+3,930	New	+$140K	0.02%	534

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

Belpointe Asset Management's IHI Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares US Medical Devices ETF (IHI) stake by 14% in Q2 2026, buying an estimated $178K and bringing the position to 28,147 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #387.

Belpointe Asset Management first reported a position in IHI in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.75M in Q4 2022. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Belpointe Asset Management held 28,147 shares of iShares US Medical Devices ETF worth $1.39M as of Q2 2026.
Belpointe Asset Management bought 3,510 iShares US Medical Devices ETF shares in Q2 2026, an estimated $178K.
iShares US Medical Devices ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #387 holding.
Belpointe Asset Management first reported a position in iShares US Medical Devices ETF in Q3 2018 and has held it in 30 quarters since.
Belpointe Asset Management's iShares US Medical Devices ETF position peaked at $2.75M in Q4 2022.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.