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

Meridian 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	$350K	Buy	7,081 +1	+0%	+$51	0.01%	640
2026 Q1	$378K	Buy	7,080 +1	+0%	+$59	0.01%	595
2025 Q4	$440K	Buy	7,079 +1	+0%	+$62	0.02%	528
2025 Q3	$425K	Sell	7,078 -420	-6%	-$25.7K	0.02%	509
2025 Q2	$470K	Buy	7,498 +1	+0%	+$60	0.02%	456
2025 Q1	$451K	Hold	7,497	–	–	0.02%	431
2024 Q4	$437K	Sell	7,497 -52	-0.7%	-$3.09K	0.02%	437
2024 Q3	$447K	Buy	+7,549	New	+$431K	0.02%	427
2024 Q2	–	Sell	-8,680	Closed	-$509K	–	401
2024 Q1	$509K	Sell	8,680 -115	-1%	-$6.5K	0.08%	135
2023 Q4	$475K	Sell	8,795 -9,133	-51%	-$446K	0.03%	390
2023 Q3	$870K	Buy	17,928 +7,482	+72%	+$398K	0.05%	261
2023 Q2	$590K	Sell	10,446 -616	-6%	-$33.9K	0.05%	296
2023 Q1	$597K	Sell	11,062 -366	-3%	-$19.5K	0.05%	290
2022 Q4	$601K	Sell	11,428 -2,855	-20%	-$145K	0.06%	275
2022 Q3	$674K	Sell	14,283 -276	-2%	-$14.3K	0.07%	235
2022 Q2	$734K	Buy	14,559 +1,554	+12%	+$84.7K	0.06%	284
2022 Q1	$793K	Sell	13,005 -225	-2%	-$13.4K	0.09%	182
2021 Q4	$871K	Buy	13,230 +790	+6%	+$50.6K	0.09%	170
2021 Q3	$781K	Sell	12,440 -436	-3%	-$27.8K	0.1%	176
2021 Q2	$775K	Buy	12,876 +12	+0.1%	+$694	0.1%	173
2021 Q1	$708K	Buy	12,864 +1,122	+10%	+$62.2K	0.1%	168
2020 Q4	$640K	Buy	+11,742	New	+$614K	0.1%	159

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

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

Meridian Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 0.01% in Q2 2026, buying an estimated $51 and bringing the position to 7,081 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #640.

Meridian Wealth Management first reported a position in IHI in Q4 2020 and has held it in 22 quarters since. The position peaked at $871K in Q4 2021. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Meridian Wealth Management held 7,081 shares of iShares US Medical Devices ETF worth $350K as of Q2 2026.
Meridian Wealth Management bought 1 iShares US Medical Devices ETF share in Q2 2026, an estimated $51.
iShares US Medical Devices ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #640 holding.
Meridian Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 22 quarters since.
Meridian Wealth Management's iShares US Medical Devices ETF position peaked at $871K in Q4 2021.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.