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

Mascoma 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	$171K	Sell	3,471 -2,828	-45%	-$144K	0.03%	103
2026 Q1	$336K	Sell	6,299 -66	-1%	-$3.88K	0.07%	69
2025 Q4	$396K	Hold	6,365	–	–	0.08%	63
2025 Q3	$382K	Sell	6,365 -1,897	-23%	-$116K	0.08%	64
2025 Q2	$518K	Sell	8,262 -180	-2%	-$10.8K	0.12%	53
2025 Q1	$508K	Sell	8,442 -490	-5%	-$30.4K	0.13%	55
2024 Q4	$521K	Sell	8,932 -690	-7%	-$41K	0.13%	52
2024 Q3	$570K	Sell	9,622 -2,566	-21%	-$147K	0.14%	47
2024 Q2	$683K	Sell	12,188 -530	-4%	-$29.7K	0.18%	43
2024 Q1	$745K	Sell	12,718 -2,784	-18%	-$157K	0.21%	39
2023 Q4	$837K	Sell	15,502 -2,616	-14%	-$128K	0.25%	40
2023 Q3	$879K	Sell	18,118 -100	-0.5%	-$5.32K	0.27%	42
2023 Q2	$973K	Sell	18,218 -5,379	-23%	-$296K	0.3%	42
2023 Q1	$1.34M	Sell	23,597 -22,276	-49%	-$1.19M	0.39%	39
2022 Q4	$2.41M	Sell	45,873 -3,996	-8%	-$203K	0.77%	27
2022 Q3	$2.35M	Sell	49,869 -57	-0.1%	-$2.96K	0.81%	30
2022 Q2	$2.52M	Sell	49,926 -3,825	-7%	-$208K	0.86%	29
2022 Q1	$3.28M	Sell	53,751 -1,366	-2%	-$81.4K	1.04%	22
2021 Q4	$3.63M	Sell	55,117 -4,953	-8%	-$317K	1.26%	19
2021 Q3	$3.77M	Buy	60,070 +9,124	+18%	+$582K	1.46%	15
2021 Q2	$3.07M	Buy	50,946 +6,942	+16%	+$401K	1.31%	20
2021 Q1	$2.42M	Sell	44,004 -56,982	-56%	-$3.16M	1.04%	21
2020 Q4	$5.51M	Buy	+100,986	New	+$5.28M	2.76%	9
2019 Q3	$782K	Sell	18,984 -270	-1%	-$11.1K	0.49%	40
2019 Q2	$772K	Sell	19,254 -954	-5%	-$36.1K	0.48%	33
2019 Q1	$780K	Buy	20,208 +2,430	+14%	+$88.2K	0.52%	30
2018 Q4	$592K	Sell	17,778 -252	-1%	-$8.73K	0.45%	31
2018 Q3	$684K	Buy	18,030 +9,594	+114%	+$341K	0.45%	30
2018 Q2	$282K	Buy	8,436 +3,150	+60%	+$103K	0.2%	57
2018 Q1	$163K	Buy	5,286 +2,928	+124%	+$90.2K	0.11%	81
2017 Q4	$74K	Sell	2,358 -672	-22%	-$19.4K	0.05%	124
2017 Q3	$84K	Buy	3,030 +1,830	+153%	+$50.6K	0.06%	124
2017 Q2	$33K	Buy	+1,200	New	+$31.8K	0.02%	188

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

Mascoma Wealth Management's IHI Position: Q2 2026 in Review

Mascoma Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 45% in Q2 2026, selling an estimated $144K and leaving 3,471 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #103.

Mascoma Wealth Management first reported a position in IHI in Q2 2017 and has held it in 33 quarters since. The position peaked at $5.51M in Q4 2020. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Mascoma Wealth Management held 3,471 shares of iShares US Medical Devices ETF worth $171K as of Q2 2026.
Mascoma Wealth Management sold 2,828 iShares US Medical Devices ETF shares in Q2 2026, an estimated $144K.
iShares US Medical Devices ETF made up 0.03% of Mascoma Wealth Management's portfolio in Q2 2026, its #103 holding.
Mascoma Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2017 and has held it in 33 quarters since.
Mascoma Wealth Management's iShares US Medical Devices ETF position peaked at $5.51M in Q4 2020.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.