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Gerber Kawasaki Wealth & Investment Management’s iShares US Medical Devices ETF IHI Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$4.16M Sell
84,282
-90,501
-52% -$4.59M 0.11% 95
2026
Q1 		$9.32M Buy
174,783
+1,510
+0.9% +$88.7K 0.3% 60
2025
Q4 		$10.8M Sell
173,273
-7,294
-4% -$450K 0.38% 53
2025
Q3 		$10.8M Sell
180,567
-2,632
-1% -$161K 0.37% 53
2025
Q2 		$11.5M Sell
183,199
-2,685
-1% -$161K 0.44% 49
2025
Q1 		$11.2M Sell
185,884
-7,615
-4% -$473K 0.5% 46
2024
Q4 		$11.3M Sell
193,499
-3,098
-2% -$184K 0.49% 47
2024
Q3 		$11.6M Sell
196,597
-26,063
-12% -$1.49M 0.54% 46
2024
Q2 		$12.5M Sell
222,660
-9,021
-4% -$505K 0.62% 44
2024
Q1 		$13.6M Sell
231,681
-11,121
-5% -$628K 0.73% 36
2023
Q4 		$13.1M Sell
242,802
-66,744
-22% -$3.26M 0.78% 33
2023
Q3 		$15M Sell
309,546
-18,981
-6% -$1.01M 1.02% 27
2023
Q2 		$18.5M Sell
328,527
-15,529
-5% -$855K 1.25% 21
2023
Q1 		$18.6M Sell
344,056
-19,043
-5% -$1.01M 1.47% 20
2022
Q4 		$19.1M Sell
363,099
-34,619
-9% -$1.76M 1.69% 16
2022
Q3 		$18.8M Sell
397,718
-13,345
-3% -$692K 1.75% 16
2022
Q2 		$20.7M Sell
411,063
-34,075
-8% -$1.86M 1.97% 11
2022
Q1 		$27.1M Buy
445,138
+4,982
+1% +$297K 2.21% 12
2021
Q4 		$29M Buy
440,156
+437,047
+14,057% +$28M 2.31% 12
2021
Q3 		$3.11M Sell
3,109
-427,457
-99% -$27.3M 0.4% 43
2021
Q2 		$25.9M Buy
430,566
+3,252
+0.8% +$188K 2.65% 10
2021
Q1 		$23.5M Buy
427,314
+33,582
+9% +$1.86M 2.83% 7
2020
Q4 		$21.5M Buy
+393,732
New +$20.6M 2.98% 6
2020
Q3 		– Sell
-329,142
Closed -$14.5M – 137
2020
Q2 		$14.5M Buy
329,142
+80,244
+32% +$3.43M 3.22% 7
2020
Q1 		$9.35M Buy
248,898
+143,664
+137% +$6.05M 2.65% 10
2019
Q4 		$4.63M Buy
105,234
+9,018
+9% +$379K 1.17% 26
2019
Q3 		$3.96M Buy
96,216
+4,452
+5% +$182K 1.14% 26
2019
Q2 		$3.68M Buy
91,764
+9,324
+11% +$353K 1.07% 28
2019
Q1 		$3.18M Buy
82,440
+17,520
+27% +$636K 0.95% 31
2018
Q4 		$2.16M Buy
64,920
+19,074
+42% +$660K 0.76% 37
2018
Q3 		$1.74M Buy
+45,846
New +$1.63M 0.47% 40

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

Gerber Kawasaki Wealth & Investment Management's IHI Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its iShares US Medical Devices ETF (IHI) stake by 52% in Q2 2026, selling an estimated $4.59M and leaving 84,282 shares worth $4.16M. The position accounts for 0.11% of the portfolio, ranked #95.

Gerber Kawasaki Wealth & Investment Management first reported a position in IHI in Q3 2018 and has held it in 31 quarters since. The position peaked at $29M in Q4 2021. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 84,282 shares of iShares US Medical Devices ETF worth $4.16M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 90,501 iShares US Medical Devices ETF shares in Q2 2026, an estimated $4.59M.
  • iShares US Medical Devices ETF made up 0.11% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #95 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares US Medical Devices ETF in Q3 2018 and has held it in 31 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares US Medical Devices ETF position peaked at $29M in Q4 2021.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.