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

MGB 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
2025 Q4	$188K	Hold	3,024	–	–	0.05%	227
2025 Q3	$182K	Hold	3,024	–	–	0.05%	233
2025 Q2	$189K	Hold	3,024	–	–	0.06%	216
2025 Q1	$182K	Hold	3,024	–	–	0.07%	208
2024 Q4	$176K	Hold	3,024	–	–	0.05%	203
2024 Q3	$179K	Hold	3,024	–	–	0.06%	193
2024 Q2	$171K	Hold	3,024	–	–	0.06%	195
2024 Q1	$177K	Hold	3,024	–	–	0.07%	188
2023 Q4	$163K	Buy	+3,024	New	+$148K	0.08%	185

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MGB Wealth Management's IHI Position: Q4 2025 in Review

MGB Wealth Management held its iShares US Medical Devices ETF (IHI) position steady in Q4 2025 at 3,024 shares worth $188K. The position accounts for 0.05% of the portfolio, ranked #227.

MGB Wealth Management first reported a position in IHI in Q4 2023 and has held it in 9 quarters since. The position peaked at $189K in Q2 2025. 555 funds tracked by Wall St. Rank hold IHI as of Q4 2025.

MGB Wealth Management held 3,024 shares of iShares US Medical Devices ETF worth $188K as of Q4 2025.
MGB Wealth Management left its iShares US Medical Devices ETF share count unchanged in Q4 2025.
iShares US Medical Devices ETF made up 0.05% of MGB Wealth Management's portfolio in Q4 2025, its #227 holding.
MGB Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares US Medical Devices ETF position peaked at $189K in Q2 2025.
555 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.