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

Institute for 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 		$1.45M Sell
29,444
-338
-1% -$17.2K 0.13% 156
2026
Q1 		$1.59M Buy
29,782
+504
+2% +$29.6K 0.17% 132
2025
Q4 		$1.82M Buy
29,278
+1,085
+4% +$67K 0.19% 115
2025
Q3 		$1.69M Sell
28,193
-1,327
-4% -$81.2K 0.18% 122
2025
Q2 		$1.85M Sell
29,520
-293
-1% -$17.6K 0.21% 107
2025
Q1 		$1.79M Buy
29,813
+532
+2% +$33K 0.23% 101
2024
Q4 		$1.71M Sell
29,281
-278
-0.9% -$16.5K 0.21% 102
2024
Q3 		$1.75M Buy
29,559
+648
+2% +$37K 0.22% 104
2024
Q2 		$1.62M Buy
28,911
+76
+0.3% +$4.25K 0.22% 107
2024
Q1 		$1.69M Sell
28,835
-6
-0% -$339 0.22% 99
2023
Q4 		$1.56M Sell
28,841
-1,016
-3% -$49.6K 0.25% 92
2023
Q3 		$1.45M Buy
29,857
+604
+2% +$32.1K 0.26% 92
2023
Q2 		$1.65M Sell
29,253
-87
-0.3% -$4.79K 0.28% 89
2023
Q1 		$1.58M Sell
29,340
-158
-0.5% -$8.41K 0.3% 84
2022
Q4 		$1.55M Buy
29,498
+1,903
+7% +$96.6K 0.33% 80
2022
Q3 		$1.3M Buy
27,595
+602
+2% +$31.2K 0.29% 94
2022
Q2 		$1.36M Buy
26,993
+1,294
+5% +$70.5K 0.27% 98
2022
Q1 		$1.57M Buy
25,699
+805
+3% +$48K 0.25% 101
2021
Q4 		$1.64M Buy
24,894
+1,398
+6% +$89.5K 0.27% 92
2021
Q3 		$1.48M Buy
23,496
+3,024
+15% +$193K 0.26% 99
2021
Q2 		$1.23M Buy
20,472
+1,068
+6% +$61.8K 0.22% 113
2021
Q1 		$1.07M Buy
19,404
+3,108
+19% +$172K 0.2% 132
2020
Q4 		$889K Buy
16,296
+5,292
+48% +$277K 0.18% 150
2020
Q3 		$550K Buy
11,004
+972
+10% +$47.1K 0.13% 208
2020
Q2 		$443K Buy
10,032
+810
+9% +$34.6K 0.11% 256
2020
Q1 		$346K Sell
9,222
-870
-9% -$36.6K 0.11% 255
2019
Q4 		$445K Buy
10,092
+5,046
+100% +$212K 0.1% 276
2019
Q3 		$208K Buy
+5,046
New +$207K 0.05% 389

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

Institute for Wealth Management's IHI Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 1.1% in Q2 2026, selling an estimated $17.2K and leaving 29,444 shares worth $1.45M. The position accounts for 0.13% of the portfolio, ranked #156.

Institute for Wealth Management first reported a position in IHI in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.85M in Q2 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Institute for Wealth Management held 29,444 shares of iShares US Medical Devices ETF worth $1.45M as of Q2 2026.
  • Institute for Wealth Management sold 338 iShares US Medical Devices ETF shares in Q2 2026, an estimated $17.2K.
  • iShares US Medical Devices ETF made up 0.13% of Institute for Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Institute for Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2019 and has held it in 28 quarters since.
  • Institute for Wealth Management's iShares US Medical Devices ETF position peaked at $1.85M in Q2 2025.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.