HB Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

HB Wealth 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	$580K	Buy	11,737 +673	+6%	+$34.2K	﹤0.01%	1025
2026 Q1	$590K	Hold	11,064	–	–	﹤0.01%	897
2025 Q4	$688K	Hold	11,064	–	–	﹤0.01%	756
2025 Q3	$665K	Buy	11,064 +162	+1%	+$9.91K	﹤0.01%	741
2025 Q2	$683K	Buy	+10,902	New	+$655K	0.01%	644

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

HB Wealth Management's IHI Position: Q2 2026 in Review

HB Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 6.1% in Q2 2026, buying an estimated $34.2K and bringing the position to 11,737 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

HB Wealth Management first reported a position in IHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $688K in Q4 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

HB Wealth Management held 11,737 shares of iShares US Medical Devices ETF worth $580K as of Q2 2026.
HB Wealth Management bought 673 iShares US Medical Devices ETF shares in Q2 2026, an estimated $34.2K.
iShares US Medical Devices ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1025 holding.
HB Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2025 and has held it in 5 quarters since.
HB Wealth Management's iShares US Medical Devices ETF position peaked at $688K in Q4 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.