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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares US Medical Devices ETF IHI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$1.03M Buy
+20,795
New +$1.06M 0.28% 57

Other funds holding IHI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IHI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2026: 20,795 shares worth $1.03M. The stake represents 0.28% of the portfolio and ranks #57 among its holdings.

296 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 20,795 shares of iShares US Medical Devices ETF worth $1.03M as of Q2 2026.
  • iShares US Medical Devices ETF was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • iShares US Medical Devices ETF made up 0.28% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #57 holding.
  • 296 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.