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

Laurel Oak 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	$248K	Sell	5,010 -838	-14%	-$42.5K	0.04%	319
2026 Q1	$312K	Hold	5,848	–	–	0.05%	264
2025 Q4	$363K	Buy	+5,848	New	+$361K	0.06%	237

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

Laurel Oak Wealth Management's IHI Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 14% in Q2 2026, selling an estimated $42.5K and leaving 5,010 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #319.

Laurel Oak Wealth Management first reported a position in IHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $363K in Q4 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Laurel Oak Wealth Management held 5,010 shares of iShares US Medical Devices ETF worth $248K as of Q2 2026.
Laurel Oak Wealth Management sold 838 iShares US Medical Devices ETF shares in Q2 2026, an estimated $42.5K.
iShares US Medical Devices ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #319 holding.
Laurel Oak Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's iShares US Medical Devices ETF position peaked at $363K in Q4 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.