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

CreativeOne 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	$303K	Sell	6,141 -3,771	-38%	-$191K	0.01%	984
2026 Q1	$529K	Sell	9,912 -440	-4%	-$25.8K	0.01%	786
2025 Q4	$643K	Sell	10,352 -310	-3%	-$19.1K	0.02%	701
2025 Q3	$641K	Buy	10,662 +4,260	+67%	+$261K	0.02%	687
2025 Q2	$401K	Sell	6,402 -1,056	-14%	-$63.5K	0.01%	818
2025 Q1	$449K	Buy	7,458 +684	+10%	+$42.5K	0.01%	715
2024 Q4	$395K	Sell	6,774 -106	-2%	-$6.3K	0.01%	777
2024 Q3	$407K	Buy	+6,880	New	+$393K	0.01%	694
2024 Q2	–	Sell	-7,476	Closed	-$438K	–	840
2024 Q1	$438K	Buy	+7,476	New	+$422K	0.02%	600
2023 Q3	–	Sell	-7,988	Closed	-$451K	–	698
2023 Q2	$451K	Buy	7,988 +955	+14%	+$52.6K	0.02%	523
2023 Q1	$380K	Sell	7,033 -447	-6%	-$23.8K	0.02%	544
2022 Q4	$393K	Sell	7,480 -3,505	-32%	-$178K	0.02%	498
2022 Q3	$518K	Sell	10,985 -4,711	-30%	-$244K	0.03%	395
2022 Q2	$792K	Buy	15,696 +1,487	+10%	+$81K	0.04%	304
2022 Q1	$866K	Sell	14,209 -13,992	-50%	-$834K	0.04%	301
2021 Q4	$1.86M	Buy	28,201 +17,928	+175%	+$1.15M	0.09%	198
2021 Q3	$645K	Sell	10,273 -50,777	-83%	-$3.24M	0.04%	344
2021 Q2	$3.67M	Buy	61,050 +27,438	+82%	+$1.59M	0.23%	90
2021 Q1	$1.85M	Buy	33,612 +24,570	+272%	+$1.36M	0.14%	128
2020 Q4	$492K	Buy	+9,042	New	+$473K	0.04%	293

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

CreativeOne Wealth's IHI Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares US Medical Devices ETF (IHI) stake by 38% in Q2 2026, selling an estimated $191K and leaving 6,141 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #984.

CreativeOne Wealth first reported a position in IHI in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.67M in Q2 2021. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

CreativeOne Wealth held 6,141 shares of iShares US Medical Devices ETF worth $303K as of Q2 2026.
CreativeOne Wealth sold 3,771 iShares US Medical Devices ETF shares in Q2 2026, an estimated $191K.
iShares US Medical Devices ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #984 holding.
CreativeOne Wealth first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 20 quarters since.
CreativeOne Wealth's iShares US Medical Devices ETF position peaked at $3.67M in Q2 2021.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.