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Diversified Enterprises’s iShares US Medical Devices ETF IHI Stock Holding History

Diversified Enterprises’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 		$2.45M Sell
49,491
-1,643
-3% -$83.4K 0.12% 83
2026
Q1 		$2.73M Buy
51,134
+288
+0.6% +$16.9K 0.15% 70
2025
Q4 		$3.16M Buy
50,846
+460
+0.9% +$28.4K 0.19% 56
2025
Q3 		$3.03M Sell
50,386
-480
-0.9% -$29.4K 0.2% 49
2025
Q2 		$3.19M Sell
50,866
-239
-0.5% -$14.4K 0.24% 44
2025
Q1 		$3.08M Sell
51,105
-483
-0.9% -$30K 0.26% 39
2024
Q4 		$3.01M Sell
51,588
-1,707
-3% -$101K 0.29% 32
2024
Q3 		$3.16M Buy
+53,295
New +$3.04M 0.35% 24

Other funds holding IHI

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Diversified Enterprises's IHI Position: Q2 2026 in Review

Diversified Enterprises reduced its iShares US Medical Devices ETF (IHI) stake by 3.2% in Q2 2026, selling an estimated $83.4K and leaving 49,491 shares worth $2.45M. The position accounts for 0.12% of the portfolio, ranked #83.

Diversified Enterprises first reported a position in IHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.19M in Q2 2025. 207 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Diversified Enterprises held 49,491 shares of iShares US Medical Devices ETF worth $2.45M as of Q2 2026.
  • Diversified Enterprises sold 1,643 iShares US Medical Devices ETF shares in Q2 2026, an estimated $83.4K.
  • iShares US Medical Devices ETF made up 0.12% of Diversified Enterprises's portfolio in Q2 2026, its #83 holding.
  • Diversified Enterprises first reported a position in iShares US Medical Devices ETF in Q3 2024 and has held it in 8 quarters since.
  • Diversified Enterprises's iShares US Medical Devices ETF position peaked at $3.19M in Q2 2025.
  • 207 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.