IWC
IHI icon

Integrated Wealth Concepts’s iShares US Medical Devices ETF IHI Stock Holding History

Integrated Wealth Concepts’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 		$465K Buy
+9,411
New +$478K ﹤0.01% 1692
2025
Q3 		– Sell
-9,978
Closed -$625K – 2031
2025
Q2 		$625K Buy
9,978
+633
+7% +$38K 0.01% 1151
2025
Q1 		$562K Buy
9,345
+1,710
+22% +$106K 0.01% 1092
2024
Q4 		$446K Buy
+7,635
New +$454K 0.01% 1176
2023
Q4 		– Sell
-6,788
Closed -$329K – 1634
2023
Q3 		$329K Sell
6,788
-99
-1% -$5.26K 0.01% 1179
2023
Q2 		$389K Buy
6,887
+2,293
+50% +$126K 0.01% 1108
2023
Q1 		$248K Sell
4,594
-24,469
-84% -$1.3M 0.01% 1146
2022
Q4 		$1.53M Buy
29,063
+218
+0.8% +$11.1K 0.04% 379
2022
Q3 		$1.36M Sell
28,845
-28,841
-50% -$1.5M 0.04% 352
2022
Q2 		$2.91M Buy
57,686
+7,621
+15% +$415K 0.09% 205
2022
Q1 		$3.05M Buy
50,065
+5,799
+13% +$346K 0.09% 190
2021
Q4 		$2.92M Buy
44,266
+3,643
+9% +$233K 0.09% 199
2021
Q3 		$2.55M Sell
40,623
-5,217
-11% -$333K 0.08% 201
2021
Q2 		$2.76M Sell
45,840
-69,360
-60% -$4.01M 0.1% 175
2021
Q1 		$6.34M Sell
115,200
-24,204
-17% -$1.34M 0.26% 82
2020
Q4 		$7.6M Buy
139,404
+110,400
+381% +$5.77M 0.36% 65
2020
Q3 		$1.45M Buy
29,004
+1,986
+7% +$96.2K 0.09% 162
2020
Q2 		$1.19M Buy
+27,018
New +$1.15M 0.09% 149

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

Integrated Wealth Concepts's IHI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2026: 9,411 shares worth $465K. The stake represents ﹤0.01% of the portfolio and ranks #1692 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in IHI as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in IHI in Q2 2020 and has held it in 18 quarters since. The position peaked at $7.6M in Q4 2020. 503 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Integrated Wealth Concepts held 9,411 shares of iShares US Medical Devices ETF worth $465K as of Q2 2026.
  • iShares US Medical Devices ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares US Medical Devices ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1692 holding.
  • Integrated Wealth Concepts first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's iShares US Medical Devices ETF position peaked at $7.6M in Q4 2020.
  • 503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.