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

Blue Water 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	–	Sell	-4,019	Closed	-$214K	–	109
2026 Q1	$214K	Sell	4,019 -11	-0.3%	-$646	0.07%	102
2025 Q4	$250K	Buy	+4,030	New	+$249K	0.09%	95

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

Blue Water Asset Management's IHI Position: Q2 2026 in Review

Blue Water Asset Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 4,019 shares — an estimated $214K sold.

Blue Water Asset Management first reported a position in IHI in Q4 2025 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Blue Water Asset Management reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
Blue Water Asset Management sold 4,019 iShares US Medical Devices ETF shares in Q2 2026, an estimated $214K.
Blue Water Asset Management first reported a position in iShares US Medical Devices ETF in Q4 2025 and held it in 2 quarters.
Blue Water Asset Management's iShares US Medical Devices ETF position peaked at $250K in Q4 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Blue Water Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.