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

Dakota Wealth 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	$1.35M	Sell	27,387 -442	-2%	-$22.4K	0.03%	381
2026 Q1	$1.48M	Buy	27,829 +314	+1%	+$18.4K	0.03%	338
2025 Q4	$1.71M	Sell	27,515 -145	-0.5%	-$8.95K	0.03%	313
2025 Q3	$1.66M	Sell	27,660 -2,700	-9%	-$165K	0.03%	288
2025 Q2	$1.9M	Sell	30,360 -80,146	-73%	-$4.82M	0.04%	277
2025 Q1	$6.65M	Sell	110,506 -10,417	-9%	-$647K	0.16%	124
2024 Q4	$7.06M	Sell	120,923 -2,321	-2%	-$138K	0.16%	121
2024 Q3	$7.3M	Sell	123,244 -4,311	-3%	-$246K	0.16%	120
2024 Q2	$7.15M	Sell	127,555 -3,663	-3%	-$205K	0.17%	114
2024 Q1	$7.69M	Buy	131,218 +31,139	+31%	+$1.76M	0.19%	112
2023 Q4	$5.4M	Sell	100,079 -1,329	-1%	-$64.9K	0.21%	118
2023 Q3	$4.92M	Buy	+101,408	New	+$5.39M	0.22%	116

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

Dakota Wealth Management's IHI Position: Q2 2026 in Review

Dakota Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 1.6% in Q2 2026, selling an estimated $22.4K and leaving 27,387 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #381.

Dakota Wealth Management first reported a position in IHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.69M in Q1 2024. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Dakota Wealth Management held 27,387 shares of iShares US Medical Devices ETF worth $1.35M as of Q2 2026.
Dakota Wealth Management sold 442 iShares US Medical Devices ETF shares in Q2 2026, an estimated $22.4K.
iShares US Medical Devices ETF made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #381 holding.
Dakota Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2023 and has held it in 12 quarters since.
Dakota Wealth Management's iShares US Medical Devices ETF position peaked at $7.69M in Q1 2024.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.