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

EP Wealth Advisors’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	$4.87M	Buy	98,494 +7,588	+8%	+$385K	0.02%	389
2026 Q1	$4.85M	Sell	90,906 -5,083	-5%	-$298K	0.02%	317
2025 Q4	$5.97M	Buy	+95,989	New	+$5.93M	0.03%	251
2025 Q2	$7.16M	Sell	114,333 -15,629	-12%	-$939K	0.05%	219
2025 Q1	$7.82M	Sell	129,962 -9,600	-7%	-$596K	0.06%	176
2024 Q4	$8.14M	Sell	139,562 -12,379	-8%	-$736K	0.07%	163
2024 Q3	$9M	Sell	151,941 -4,908	-3%	-$280K	0.08%	155
2024 Q2	$8.79M	Sell	156,849 -1,494	-0.9%	-$83.6K	0.09%	129
2024 Q1	$9.28M	Sell	158,343 -3,880	-2%	-$219K	0.11%	117
2023 Q4	$8.76M	Sell	162,223 -2,985	-2%	-$146K	0.11%	117
2023 Q3	$8.01M	Buy	165,208 +160,999	+3,825%	+$8.56M	0.12%	119
2023 Q2	$9.68M	Buy	4,209 +3,294	+360%	+$181K	0.14%	102
2023 Q1	$226K	Sell	915 -82,571	-99%	-$4.4M	﹤0.01%	552
2022 Q4	$4.39M	Buy	+83,486	New	+$4.24M	0.08%	138
2022 Q3	–	Sell	-6,393	Closed	-$322K	–	465
2022 Q2	$322K	Sell	6,393 -1,447	-18%	-$78.9K	0.01%	465
2022 Q1	$478K	Buy	7,840 +738	+10%	+$44K	0.01%	389
2021 Q4	$468K	Sell	7,102 -704	-9%	-$45.1K	0.01%	368
2021 Q3	$490K	Sell	7,806 -1,572	-17%	-$100K	0.01%	334
2021 Q2	$564K	Sell	9,378 -4,038	-30%	-$234K	0.02%	318
2021 Q1	$739K	Sell	13,416 -5,334	-28%	-$296K	0.02%	264
2020 Q4	$1.02M	Sell	18,750 -1,080	-5%	-$56.5K	0.04%	186
2020 Q3	$990K	Sell	19,830 -360	-2%	-$17.4K	0.04%	162
2020 Q2	$891K	Sell	20,190 -1,938	-9%	-$82.8K	0.04%	187
2020 Q1	$831K	Sell	22,128 -2,886	-12%	-$122K	0.04%	191
2019 Q4	$1.1M	Sell	25,014 -1,842	-7%	-$77.4K	0.05%	181
2019 Q3	$1.11M	Sell	26,856 -4,596	-15%	-$188K	0.05%	143
2019 Q2	$1.26M	Sell	31,452 -3,396	-10%	-$129K	0.08%	108
2019 Q1	$1.34M	Sell	34,848 -1,956	-5%	-$71K	0.13%	92
2018 Q4	$1.23M	Sell	36,804 -1,614	-4%	-$55.9K	0.09%	109
2018 Q3	$1.46M	Sell	38,418 -3,276	-8%	-$116K	0.11%	93
2018 Q2	$1.39M	Sell	41,694 -4,356	-9%	-$142K	0.13%	73
2018 Q1	$1.42M	Sell	46,050 -6,984	-13%	-$215K	0.14%	79
2017 Q4	$1.53M	Sell	53,034 -17,298	-25%	-$499K	0.16%	59
2017 Q3	$1.96M	Sell	70,332 -9,342	-12%	-$258K	0.23%	53
2017 Q2	$2.21M	Buy	+79,674	New	+$2.11M	0.27%	55

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

EP Wealth Advisors's IHI Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares US Medical Devices ETF (IHI) stake by 8.3% in Q2 2026, buying an estimated $385K and bringing the position to 98,494 shares worth $4.87M. The position accounts for 0.02% of the portfolio, ranked #389.

EP Wealth Advisors first reported a position in IHI in Q2 2017 and has held it in 35 quarters since. The position peaked at $9.68M in Q2 2023. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

EP Wealth Advisors held 98,494 shares of iShares US Medical Devices ETF worth $4.87M as of Q2 2026.
EP Wealth Advisors bought 7,588 iShares US Medical Devices ETF shares in Q2 2026, an estimated $385K.
iShares US Medical Devices ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #389 holding.
EP Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q2 2017 and has held it in 35 quarters since.
EP Wealth Advisors's iShares US Medical Devices ETF position peaked at $9.68M in Q2 2023.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.