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

Bogart Wealth LLC’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 		$106K Buy
2,149
+1
+0% +$51 ﹤0.01% 373
2026
Q1 		$115K Hold
2,148
– – ﹤0.01% 340
2025
Q4 		$133K Buy
2,148
+1
+0% +$62 0.01% 305
2025
Q3 		$129K Hold
2,147
– – 0.01% 304
2025
Q2 		$134K Buy
2,147
+1
+0% +$60 0.01% 294
2025
Q1 		$129K Hold
2,146
– – 0.01% 277
2024
Q4 		$125K Buy
2,146
+1
+0% +$59 0.01% 279
2024
Q3 		$127K Sell
2,145
-353
-14% -$20.2K 0.01% 276
2024
Q2 		$140K Sell
2,498
-2,106
-46% -$118K 0.01% 249
2024
Q1 		$270K Sell
4,604
-13
-0.3% -$734 0.01% 183
2023
Q4 		$249K Sell
4,617
-48,772
-91% -$2.38M 0.01% 188
2023
Q3 		$2.59M Buy
53,389
+1,238
+2% +$65.8K 0.16% 100
2023
Q2 		$2.94M Buy
52,151
+1,586
+3% +$87.4K 0.19% 97
2023
Q1 		$2.73M Buy
50,565
+38
+0.1% +$2.02K 0.18% 97
2022
Q4 		$2.66M Buy
50,527
+1,953
+4% +$99.1K 0.18% 97
2022
Q3 		$2.29M Buy
48,574
+4,047
+9% +$210K 0.19% 88
2022
Q2 		$2.25M Buy
44,527
+1,108
+3% +$60.4K 0.2% 87
2022
Q1 		$2.65M Buy
43,419
+908
+2% +$54.1K 0.23% 87
2021
Q4 		$2.8M Buy
42,511
+1,741
+4% +$111K 0.25% 83
2021
Q3 		$2.56M Buy
40,770
+3,834
+10% +$245K 0.26% 70
2021
Q2 		$2.22M Buy
36,936
+2,364
+7% +$137K 0.24% 66
2021
Q1 		$1.9M Buy
34,572
+3,030
+10% +$168K 0.27% 67
2020
Q4 		$1.72M Buy
31,542
+576
+2% +$30.1K 0.32% 53
2020
Q3 		$1.55M Sell
30,966
-714
-2% -$34.6K 0.34% 49
2020
Q2 		$1.4M Sell
31,680
-10,284
-25% -$439K 0.33% 50
2020
Q1 		$1.58M Sell
41,964
-5,130
-11% -$216K 0.43% 38
2019
Q4 		$2.08M Buy
47,094
+846
+2% +$35.6K 0.66% 37
2019
Q3 		$1.91M Sell
46,248
-1,920
-4% -$78.6K 0.94% 28
2019
Q2 		$1.93M Sell
48,168
-432
-0.9% -$16.4K 1.17% 26
2019
Q1 		$1.88M Buy
48,600
+1,272
+3% +$46.2K 0.9% 29
2018
Q4 		$1.58M Buy
47,328
+774
+2% +$26.8K 0.79% 29
2018
Q3 		$1.76M Sell
46,554
-7,410
-14% -$263K 1.02% 27
2018
Q2 		$1.8M Buy
53,964
+2,712
+5% +$88.3K 1.1% 20
2018
Q1 		$1.59M Buy
51,252
+3,726
+8% +$115K 0.92% 27
2017
Q4 		$1.37M Buy
47,526
+7,128
+18% +$206K 0.88% 29
2017
Q3 		$1.13M Sell
40,398
-365,436
-90% -$10.1M 0.84% 29
2017
Q2 		$11.3M Buy
405,834
+18,516
+5% +$490K 7.23% 2
2017
Q1 		$9.78M Buy
+387,318
New +$9.39M 6.5% 5

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bogart Wealth LLC's IHI Position: Q2 2026 in Review

Bogart Wealth LLC increased its iShares US Medical Devices ETF (IHI) stake by 0.05% in Q2 2026, buying an estimated $51 and bringing the position to 2,149 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Bogart Wealth LLC first reported a position in IHI in Q1 2017 and has held it in 38 quarters since. The position peaked at $11.3M in Q2 2017. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Bogart Wealth LLC held 2,149 shares of iShares US Medical Devices ETF worth $106K as of Q2 2026.
  • Bogart Wealth LLC bought 1 iShares US Medical Devices ETF share in Q2 2026, an estimated $51.
  • iShares US Medical Devices ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #373 holding.
  • Bogart Wealth LLC first reported a position in iShares US Medical Devices ETF in Q1 2017 and has held it in 38 quarters since.
  • Bogart Wealth LLC's iShares US Medical Devices ETF position peaked at $11.3M in Q2 2017.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.