Live Oak Private Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

Live Oak Private Wealth’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	$1.07M	Sell	21,577 -5,404	-20%	-$274K	0.13%	107
2026 Q1	$1.44M	Sell	26,981 -1,699	-6%	-$99.8K	0.2%	87
2025 Q4	$1.78M	Buy	28,680 +4,657	+19%	+$287K	0.24%	81
2025 Q3	$1.44M	Sell	24,023 -129	-0.5%	-$7.89K	0.2%	88
2025 Q2	$1.51M	Buy	24,152 +1	+0%	+$60	0.23%	87
2025 Q1	$1.45M	Sell	24,151 -4,924	-17%	-$306K	0.24%	83
2024 Q4	$1.7M	Buy	29,075 +3,440	+13%	+$204K	0.29%	74
2024 Q3	$1.52M	Hold	25,635	–	–	0.25%	79
2024 Q2	$1.44M	Sell	25,635 -70	-0.3%	-$3.92K	0.25%	80
2024 Q1	$1.51M	Sell	25,705 -445	-2%	-$25.1K	0.26%	75
2023 Q4	$1.41M	Buy	+26,150	New	+$1.28M	0.27%	75

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

Live Oak Private Wealth's IHI Position: Q2 2026 in Review

Live Oak Private Wealth reduced its iShares US Medical Devices ETF (IHI) stake by 20% in Q2 2026, selling an estimated $274K and leaving 21,577 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #107.

Live Oak Private Wealth first reported a position in IHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q4 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Live Oak Private Wealth held 21,577 shares of iShares US Medical Devices ETF worth $1.07M as of Q2 2026.
Live Oak Private Wealth sold 5,404 iShares US Medical Devices ETF shares in Q2 2026, an estimated $274K.
iShares US Medical Devices ETF made up 0.13% of Live Oak Private Wealth's portfolio in Q2 2026, its #107 holding.
Live Oak Private Wealth first reported a position in iShares US Medical Devices ETF in Q4 2023 and has held it in 11 quarters since.
Live Oak Private Wealth's iShares US Medical Devices ETF position peaked at $1.78M in Q4 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.