Biltmore Family Office’s iShares US Medical Devices ETF IHI Stock Holding History

Biltmore Family Office’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	$133K	Hold	2,700	–	–	0.02%	265
2026 Q1	$144K	Hold	2,700	–	–	0.02%	250
2025 Q4	$168K	Hold	2,700	–	–	0.02%	236
2025 Q3	$162K	Hold	2,700	–	–	0.02%	221
2025 Q2	$169K	Hold	2,700	–	–	0.03%	216
2025 Q1	$163K	Hold	2,700	–	–	0.03%	209
2024 Q4	$158K	Hold	2,700	–	–	0.03%	207
2024 Q3	$160K	Hold	2,700	–	–	0.03%	212
2024 Q2	$151K	Hold	2,700	–	–	0.03%	188
2024 Q1	$158K	Hold	2,700	–	–	0.03%	184
2023 Q4	$146K	Hold	2,700	–	–	0.03%	188
2023 Q3	$131K	Hold	2,700	–	–	0.03%	184
2023 Q2	$152K	Hold	2,700	–	–	0.03%	180
2023 Q1	$146K	Sell	2,700 -5,400	-67%	-$287K	0.03%	221
2022 Q4	$426K	Hold	8,100	–	–	0.09%	145
2022 Q3	$382K	Buy	8,100 +2,700	+50%	+$140K	0.09%	119
2022 Q2	$272K	Hold	5,400	–	–	0.07%	145
2022 Q1	$329K	Hold	5,400	–	–	0.07%	145
2021 Q4	$356K	Hold	5,400	–	–	0.07%	152
2021 Q3	$339K	Buy	5,400 +2,700	+100%	+$172K	0.08%	135
2021 Q2	$162K	Hold	2,700	–	–	0.05%	155
2021 Q1	$149K	Hold	2,700	–	–	0.05%	149
2020 Q4	$147K	Hold	2,700	–	–	0.04%	152
2020 Q3	$135K	Hold	2,700	–	–	0.08%	132
2020 Q2	$119K	Hold	2,700	–	–	0.07%	141
2020 Q1	$101K	Hold	2,700	–	–	0.07%	140
2019 Q4	$119K	Hold	2,700	–	–	0.05%	168
2019 Q3	$111K	Hold	2,700	–	–	0.05%	149
2019 Q2	$108K	Buy	+2,700	New	+$102K	0.06%	137

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

Biltmore Family Office's IHI Position: Q2 2026 in Review

Biltmore Family Office held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 2,700 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #265.

Biltmore Family Office first reported a position in IHI in Q2 2019 and has held it in 29 quarters since. The position peaked at $426K in Q4 2022. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Biltmore Family Office held 2,700 shares of iShares US Medical Devices ETF worth $133K as of Q2 2026.
Biltmore Family Office left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up 0.02% of Biltmore Family Office's portfolio in Q2 2026, its #265 holding.
Biltmore Family Office first reported a position in iShares US Medical Devices ETF in Q2 2019 and has held it in 29 quarters since.
Biltmore Family Office's iShares US Medical Devices ETF position peaked at $426K in Q4 2022.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.