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MMBG Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

MMBG Investment Advisors’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 		$516K Hold
10,435
– – 0.04% 137
2026
Q1 		$557K Hold
10,435
– – 0.05% 129
2025
Q4 		$649K Hold
10,435
– – 0.05% 125
2025
Q3 		$627K Sell
10,435
-4,340
-29% -$265K 0.06% 127
2025
Q2 		$926K Hold
14,775
– – 0.09% 99
2025
Q1 		$889K Hold
14,775
– – 0.1% 92
2024
Q4 		$862K Hold
14,775
– – 0.09% 92
2024
Q3 		$875K Buy
14,775
+9,500
+180% +$543K 0.09% 96
2024
Q2 		$296K Hold
5,275
– – 0.03% 142
2024
Q1 		$309K Buy
5,275
+175
+3% +$9.88K 0.03% 144
2023
Q4 		$275K Hold
5,100
– – 0.03% 149
2023
Q3 		$247K Hold
5,100
– – 0.03% 148
2023
Q2 		$282K Hold
5,100
– – 0.03% 146
2023
Q1 		$275K Hold
5,100
– – 0.03% 146
2022
Q4 		$268K Hold
5,100
– – 0.04% 146
2022
Q3 		$241K Hold
5,100
– – 0.03% 149
2022
Q2 		$257K Hold
5,100
– – 0.03% 145
2022
Q1 		$311K Hold
5,100
– – 0.03% 141
2021
Q4 		$336K Buy
+5,100
New +$326K 0.03% 141

Other funds holding IHI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

MMBG Investment Advisors's IHI Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 10,435 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #137.

MMBG Investment Advisors first reported a position in IHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $926K in Q2 2025. 345 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • MMBG Investment Advisors held 10,435 shares of iShares US Medical Devices ETF worth $516K as of Q2 2026.
  • MMBG Investment Advisors left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
  • iShares US Medical Devices ETF made up 0.04% of MMBG Investment Advisors's portfolio in Q2 2026, its #137 holding.
  • MMBG Investment Advisors first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's iShares US Medical Devices ETF position peaked at $926K in Q2 2025.
  • 345 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.