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

Bernard 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	$593	Hold	12	–	–	﹤0.01%	302
2026 Q1	$641	Hold	12	–	–	﹤0.01%	323
2025 Q4	$746	Hold	12	–	–	﹤0.01%	310
2025 Q3	$721	Hold	12	–	–	﹤0.01%	299
2025 Q2	$752	Hold	12	–	–	﹤0.01%	283
2025 Q1	$723	Hold	12	–	–	﹤0.01%	358
2024 Q4	$701	Buy	+12	New	+$713	﹤0.01%	295

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

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

Bernard Wealth Management held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 12 shares worth $593. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Bernard Wealth Management first reported a position in IHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $752 in Q2 2025. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Bernard Wealth Management held 12 shares of iShares US Medical Devices ETF worth $593 as of Q2 2026.
Bernard Wealth Management left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #302 holding.
Bernard Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's iShares US Medical Devices ETF position peaked at $752 in Q2 2025.
502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.