Matthew Hamilton Rosenberg’s iShares US Medical Devices ETF IHI Stock Holding History

Matthew Hamilton Rosenberg’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	$43.9K	Sell	889 -22	-2%	-$1.12K	0.01%	451
2026 Q1	$48.6K	Hold	911	–	–	0.01%	426
2025 Q4	$56.6K	Hold	911	–	–	0.01%	405
2025 Q3	$54.7K	Hold	911	–	–	0.01%	409
2025 Q2	$57.1K	Sell	911 -1,500	-62%	-$90.1K	0.01%	420
2025 Q1	$145K	Sell	2,411 -679	-22%	-$42.2K	0.04%	243
2024 Q4	$180K	Buy	3,090 +257	+9%	+$15.3K	0.05%	202
2024 Q3	$168K	Sell	2,833 -85	-3%	-$4.85K	0.04%	214
2024 Q2	$161K	Hold	2,918	–	–	0.05%	207
2024 Q1	$169K	Hold	2,918	–	–	0.05%	213
2023 Q4	$157K	Hold	2,918	–	–	0.05%	221
2023 Q3	$142K	Sell	2,918 -64	-2%	-$3.4K	0.05%	231
2023 Q2	$168K	Sell	2,982 -4,716	-61%	-$260K	0.06%	205
2023 Q1	$416K	Hold	7,698	–	–	0.13%	81
2022 Q4	$405K	Sell	7,698 -198	-3%	-$10K	0.14%	88
2022 Q3	$373K	Hold	7,896	–	–	0.14%	83
2022 Q2	$406K	Hold	7,896	–	–	0.15%	82
2022 Q1	$481K	Sell	7,896 -646	-8%	-$38.5K	0.17%	75
2021 Q4	$562K	Buy	8,542 +1,500	+21%	+$96K	0.2%	61
2021 Q3	$442K	Buy	+7,042	New	+$449K	0.17%	68
2021 Q1	–	Sell	-120	Closed	-$7K	–	559
2020 Q4	$7K	Buy	+120	New	+$6.27K	﹤0.01%	494

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

Matthew Hamilton Rosenberg's IHI Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares US Medical Devices ETF (IHI) stake by 2.4% in Q2 2026, selling an estimated $1.12K and leaving 889 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #451.

Matthew Hamilton Rosenberg first reported a position in IHI in Q4 2020 and has held it in 21 quarters since. The position peaked at $562K in Q4 2021. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Matthew Hamilton Rosenberg held 889 shares of iShares US Medical Devices ETF worth $43.9K as of Q2 2026.
Matthew Hamilton Rosenberg sold 22 iShares US Medical Devices ETF shares in Q2 2026, an estimated $1.12K.
iShares US Medical Devices ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #451 holding.
Matthew Hamilton Rosenberg first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 21 quarters since.
Matthew Hamilton Rosenberg's iShares US Medical Devices ETF position peaked at $562K in Q4 2021.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.