Corient Private Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

Corient Private Wealth’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	$1.81M	Sell	36,727 -4,443	-11%	-$226K	﹤0.01%	1453
2026 Q1	$2.16M	Sell	41,170 -4,196	-9%	-$246K	﹤0.01%	1227
2025 Q4	$2.82M	Sell	45,366 -29,027	-39%	-$1.79M	﹤0.01%	992
2025 Q3	$4.47M	Buy	74,393 +68,598	+1,184%	+$4.2M	0.01%	750
2025 Q2	$363K	Sell	5,795 -5	-0.1%	-$300	﹤0.01%	1890
2025 Q1	$349K	Sell	5,800 -3,022	-34%	-$188K	﹤0.01%	1776
2024 Q4	$266K	Sell	8,822 -602	-6%	-$35.8K	﹤0.01%	1958
2024 Q3	$558K	Buy	9,424 +5,460	+138%	+$312K	﹤0.01%	1675
2024 Q2	$222K	Buy	3,964 +38	+1%	+$2.13K	﹤0.01%	2077
2024 Q1	$230K	Sell	3,926 -11,457	-74%	-$647K	﹤0.01%	2026
2023 Q4	$830K	Buy	+15,383	New	+$751K	﹤0.01%	1361

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

Corient Private Wealth's IHI Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares US Medical Devices ETF (IHI) stake by 11% in Q2 2026, selling an estimated $226K and leaving 36,727 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Corient Private Wealth first reported a position in IHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.47M in Q3 2025. 505 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Corient Private Wealth held 36,727 shares of iShares US Medical Devices ETF worth $1.81M as of Q2 2026.
Corient Private Wealth sold 4,443 iShares US Medical Devices ETF shares in Q2 2026, an estimated $226K.
iShares US Medical Devices ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1453 holding.
Corient Private Wealth first reported a position in iShares US Medical Devices ETF in Q4 2023 and has held it in 11 quarters since.
Corient Private Wealth's iShares US Medical Devices ETF position peaked at $4.47M in Q3 2025.
505 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.