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 Q3	$2.46M	Sell	48,086 -1,405	-3%	-$74.2K	0.11%	87
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return

Lynx Capital Group Beachwood, Ohio $254M AUM 9.64% 1-Year Est. Return

Diversified Enterprises's IHI Position: Q3 2026 in Review

Diversified Enterprises reduced its iShares US Medical Devices ETF (IHI) stake by 2.8% in Q3 2026, selling an estimated $74.2K and leaving 48,086 shares worth $2.46M. The position accounts for 0.11% of the portfolio, ranked #87.

Diversified Enterprises first reported a position in IHI in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.19M in Q2 2025. 264 funds tracked by Wall St. Rank hold IHI as of Q3 2026.

Diversified Enterprises held 48,086 shares of iShares US Medical Devices ETF worth $2.46M as of Q3 2026.
Diversified Enterprises sold 1,405 iShares US Medical Devices ETF shares in Q3 2026, an estimated $74.2K.
iShares US Medical Devices ETF made up 0.11% of Diversified Enterprises's portfolio in Q3 2026, its #87 holding.
Diversified Enterprises first reported a position in iShares US Medical Devices ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's iShares US Medical Devices ETF position peaked at $3.19M in Q2 2025.
264 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.