Means Investment Company’s iShares US Medical Devices ETF IHI Stock Holding History

Means Investment Company’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	$3.96M	Sell	80,072 -8,828	-10%	-$448K	0.3%	44
2026 Q1	$4.74M	Sell	88,900 -4,265	-5%	-$250K	0.41%	38
2025 Q4	$5.79M	Sell	93,165 -1,766	-2%	-$109K	0.49%	31
2025 Q3	$5.7M	Sell	94,931 -7,500	-7%	-$459K	0.49%	30
2025 Q2	$6.42M	Sell	102,431 -5,337	-5%	-$321K	0.61%	25
2025 Q1	$6.49M	Sell	107,768 -43,617	-29%	-$2.71M	0.69%	24
2024 Q4	$8.83M	Sell	151,385 -1,314	-0.9%	-$78.1K	0.92%	20
2024 Q3	$9.04M	Sell	152,699 -1,805	-1%	-$103K	1%	19
2024 Q2	$8.66M	Sell	154,504 -23,040	-13%	-$1.29M	1.04%	18
2024 Q1	$10.4M	Sell	177,544 -22,313	-11%	-$1.26M	1.35%	16
2023 Q4	$10.8M	Sell	199,857 -26,515	-12%	-$1.3M	1.55%	12
2023 Q3	$11M	Sell	226,372 -19,795	-8%	-$1.05M	1.8%	12
2023 Q2	$13.9M	Sell	246,167 -2,846	-1%	-$157K	2.2%	8
2023 Q1	$13.4M	Sell	249,013 -2,771	-1%	-$148K	2.36%	8
2022 Q4	$13.2M	Sell	251,784 -4,953	-2%	-$251K	2.65%	7
2022 Q3	$12.1M	Buy	256,737 +4,843	+2%	+$251K	2.63%	6
2022 Q2	$12.7M	Buy	251,894 +5,712	+2%	+$311K	2.69%	6
2022 Q1	$15M	Buy	246,182 +11,622	+5%	+$693K	2.72%	6
2021 Q4	$15.4M	Buy	234,560 +25,918	+12%	+$1.66M	2.73%	6
2021 Q3	$13.1M	Buy	208,642 +23,416	+13%	+$1.49M	2.59%	6
2021 Q2	$11.1M	Buy	185,226 +25,236	+16%	+$1.46M	2.23%	10
2021 Q1	$8.81M	Buy	159,990 +8,274	+5%	+$459K	2%	10
2020 Q4	$8.76M	Buy	151,716 +26,964	+22%	+$1.41M	2%	9
2020 Q3	$6.65M	Buy	124,752 +16,572	+15%	+$803K	1.83%	11
2020 Q2	$5.21M	Buy	108,180 +18,102	+20%	+$774K	1.63%	10
2020 Q1	$3.82M	Buy	90,078 +7,014	+8%	+$295K	1.48%	14
2019 Q4	$3.79M	Buy	83,064 +18,882	+29%	+$794K	1.27%	19
2019 Q3	$2.65M	Buy	64,182 +7,548	+13%	+$309K	1%	27
2019 Q2	$2.29M	Buy	56,634 +762	+1%	+$28.8K	0.94%	29
2019 Q1	$2.16M	Buy	55,872 +6,210	+13%	+$225K	0.95%	32
2018 Q4	$1.65M	Buy	+49,662	New	+$1.72M	0.92%	31

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

Means Investment Company's IHI Position: Q2 2026 in Review

Means Investment Company reduced its iShares US Medical Devices ETF (IHI) stake by 9.9% in Q2 2026, selling an estimated $448K and leaving 80,072 shares worth $3.96M. The position accounts for 0.3% of the portfolio, ranked #44.

Means Investment Company first reported a position in IHI in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.4M in Q4 2021. 503 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Means Investment Company held 80,072 shares of iShares US Medical Devices ETF worth $3.96M as of Q2 2026.
Means Investment Company sold 8,828 iShares US Medical Devices ETF shares in Q2 2026, an estimated $448K.
iShares US Medical Devices ETF made up 0.3% of Means Investment Company's portfolio in Q2 2026, its #44 holding.
Means Investment Company first reported a position in iShares US Medical Devices ETF in Q4 2018 and has held it in 31 quarters since.
Means Investment Company's iShares US Medical Devices ETF position peaked at $15.4M in Q4 2021.
503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.