Hazlett, Burt & Watson’s iShares US Medical Devices ETF IHI Stock Holding History

Hazlett, Burt & Watson’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	$1.28M	Sell	25,958 -1,175	-4%	-$59.6K	0.34%	75
2026 Q1	$1.45M	Buy	27,133 +477	+2%	+$28K	0.45%	51
2025 Q4	$1.66M	Buy	26,656 +735	+3%	+$45.4K	0.53%	47
2025 Q3	$1.56M	Sell	25,921 -2,669	-9%	-$163K	0.55%	44
2025 Q2	$1.79M	Sell	28,590 -1,922	-6%	-$116K	0.73%	34
2025 Q1	$1.84M	Sell	30,512 -234	-0.8%	-$14.5K	0.83%	27
2024 Q4	$1.8M	Sell	30,746 -321	-1%	-$19.1K	0.8%	25
2024 Q3	$1.84M	Sell	31,067 -1,817	-6%	-$104K	0.85%	24
2024 Q2	$1.84M	Sell	32,884 -2,027	-6%	-$113K	0.95%	21
2024 Q1	$2.05M	Sell	34,911 -4,154	-11%	-$235K	1.23%	16
2023 Q4	$2.1M	Sell	39,065 -6,530	-14%	-$319K	1.42%	11
2023 Q3	$2.2M	Buy	45,595 +1,038	+2%	+$55.2K	1.64%	11
2023 Q2	$2.52M	Sell	44,557 -1,386	-3%	-$76.3K	1.88%	7
2023 Q1	$2.48M	Buy	45,943 +3,897	+9%	+$207K	2.03%	7
2022 Q4	$2.22M	Buy	42,046 +4,243	+11%	+$215K	1.95%	8
2022 Q3	$1.78M	Buy	37,803 +563	+2%	+$29.2K	1.72%	10
2022 Q2	$1.88M	Buy	37,240 +1,548	+4%	+$84.4K	1.72%	10
2022 Q1	$2.17M	Buy	+35,692	New	+$2.13M	1.72%	10

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

Hazlett, Burt & Watson's IHI Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its iShares US Medical Devices ETF (IHI) stake by 4.3% in Q2 2026, selling an estimated $59.6K and leaving 25,958 shares worth $1.28M. The position accounts for 0.34% of the portfolio, ranked #75.

Hazlett, Burt & Watson first reported a position in IHI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.52M in Q2 2023. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Hazlett, Burt & Watson held 25,958 shares of iShares US Medical Devices ETF worth $1.28M as of Q2 2026.
Hazlett, Burt & Watson sold 1,175 iShares US Medical Devices ETF shares in Q2 2026, an estimated $59.6K.
iShares US Medical Devices ETF made up 0.34% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #75 holding.
Hazlett, Burt & Watson first reported a position in iShares US Medical Devices ETF in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's iShares US Medical Devices ETF position peaked at $2.52M in Q2 2023.
502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.