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Edmond de Rothschild Holding’s iShares US Medical Devices ETF IHI Stock Holding History

Edmond de Rothschild Holding’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 		$17.8K Hold
360
– – ﹤0.01% 566
2026
Q1 		$19.2K Hold
360
– – ﹤0.01% 486
2025
Q4 		$22.4K Hold
360
– – ﹤0.01% 504
2025
Q3 		$21.6K Sell
360
-210
-37% -$12.8K ﹤0.01% 506
2025
Q2 		$35.7K Sell
570
-270
-32% -$16.2K ﹤0.01% 482
2025
Q1 		$50.6K Hold
840
– – ﹤0.01% 462
2024
Q4 		$49K Sell
840
-80
-9% -$4.75K ﹤0.01% 495
2024
Q3 		$54.5K Sell
920
-252
-22% -$14.4K ﹤0.01% 517
2024
Q2 		$65.7K Sell
1,172
-9,890
-89% -$554K ﹤0.01% 537
2024
Q1 		$648K Sell
11,062
-5,541
-33% -$313K 0.01% 339
2023
Q4 		$896K Sell
16,603
-5,100
-23% -$249K 0.02% 314
2023
Q3 		$1.05M Buy
21,703
+5,180
+31% +$275K 0.02% 306
2023
Q2 		$933K Buy
16,523
+252
+2% +$13.9K 0.02% 329
2023
Q1 		$878K Buy
16,271
+15,251
+1,495% +$812K 0.02% 337
2022
Q4 		$53.6K Buy
1,020
+180
+21% +$9.13K ﹤0.01% 631
2022
Q3 		$40K Sell
840
-294
-26% -$15.3K ﹤0.01% 686
2022
Q2 		$57K Hold
1,134
– – ﹤0.01% 652
2022
Q1 		$69K Hold
1,134
– – ﹤0.01% 633
2021
Q4 		$75K Sell
1,134
-2,156
-66% -$138K ﹤0.01% 660
2021
Q3 		$207K Sell
3,290
-250
-7% -$15.9K ﹤0.01% 534
2021
Q2 		$213K Hold
3,540
– – ﹤0.01% 525
2021
Q1 		$195K Buy
3,540
+2,910
+462% +$161K 0.01% 475
2020
Q4 		$34K Sell
630
-34,746
-98% -$1.82M ﹤0.01% 573
2020
Q3 		$1.77M Buy
35,376
+1,620
+5% +$78.5K 0.07% 208
2020
Q2 		$1.49M Buy
33,756
+20,076
+147% +$858K 0.06% 210
2020
Q1 		$514K Buy
+13,680
New +$576K 0.03% 264
2018
Q1 		– Sell
-2,700
Closed -$78K – 804
2017
Q4 		$78K Buy
+2,700
New +$77.8K ﹤0.01% 599

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Edmond de Rothschild Holding's IHI Position: Q2 2026 in Review

Edmond de Rothschild Holding held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 360 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Edmond de Rothschild Holding first reported a position in IHI in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.77M in Q3 2020. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Edmond de Rothschild Holding held 360 shares of iShares US Medical Devices ETF worth $17.8K as of Q2 2026.
  • Edmond de Rothschild Holding left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
  • iShares US Medical Devices ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #566 holding.
  • Edmond de Rothschild Holding first reported a position in iShares US Medical Devices ETF in Q4 2017 and has held it in 27 quarters since.
  • Edmond de Rothschild Holding's iShares US Medical Devices ETF position peaked at $1.77M in Q3 2020.
  • 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.