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Evergreen Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Evergreen Wealth Partners’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 		$878K Sell
17,764
-9,150
-34% -$465K 0.53% 37
2026
Q1 		$1.44M Sell
26,914
-16,389
-38% -$962K 1.1% 22
2025
Q4 		$2.69M Buy
+43,303
New +$2.67M 2.27% 10

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

Evergreen Wealth Partners's IHI Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its iShares US Medical Devices ETF (IHI) stake by 34% in Q2 2026, selling an estimated $465K and leaving 17,764 shares worth $878K. The position accounts for 0.53% of the portfolio, ranked #37.

Evergreen Wealth Partners first reported a position in IHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.69M in Q4 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Evergreen Wealth Partners held 17,764 shares of iShares US Medical Devices ETF worth $878K as of Q2 2026.
  • Evergreen Wealth Partners sold 9,150 iShares US Medical Devices ETF shares in Q2 2026, an estimated $465K.
  • iShares US Medical Devices ETF made up 0.53% of Evergreen Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Evergreen Wealth Partners first reported a position in iShares US Medical Devices ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Partners's iShares US Medical Devices ETF position peaked at $2.69M in Q4 2025.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.