LWMI
IHI icon

Legacy Wealth Management (Idaho)’s iShares US Medical Devices ETF IHI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-15
Closed -$801 – 544
2026
Q1 		$801 Hold
15
– – ﹤0.01% 900
2025
Q4 		$933 Hold
15
– – ﹤0.01% 755
2025
Q3 		$902 Hold
15
– – ﹤0.01% 634
2025
Q2 		$940 Hold
15
– – ﹤0.01% 600
2025
Q1 		$903 Buy
+15
New +$932 ﹤0.01% 650

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

Legacy Wealth Management (Idaho)'s IHI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 15 shares — an estimated $801 sold.

Legacy Wealth Management (Idaho) first reported a position in IHI in Q1 2025 and held it in 5 quarters. The position peaked at $940 in Q2 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 15 iShares US Medical Devices ETF shares in Q2 2026, an estimated $801.
  • Legacy Wealth Management (Idaho) first reported a position in iShares US Medical Devices ETF in Q1 2025 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s iShares US Medical Devices ETF position peaked at $940 in Q2 2025.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.