Ogorek Anthony Joseph’s iShares US Medical Devices ETF IHI Stock Holding History

Ogorek Anthony Joseph’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 Q1	$627K	Buy	11,763 +4	+0%	+$235	0.17%	47
2025 Q4	$730K	Buy	11,759 +9	+0.1%	+$556	0.2%	45
2025 Q3	$705K	Sell	11,750 -334	-3%	-$20.4K	0.2%	44
2025 Q2	$756K	Sell	12,084 -2,217	-16%	-$133K	0.23%	42
2025 Q1	$860K	Sell	14,301 -963	-6%	-$59.8K	0.28%	42
2024 Q4	$890K	Sell	15,264 -1,423	-9%	-$84.6K	0.28%	42
2024 Q3	$988K	Sell	16,687 -1,464	-8%	-$83.6K	0.34%	37
2024 Q2	$1.02M	Sell	18,151 -6,225	-26%	-$348K	0.35%	35
2024 Q1	$1.43M	Sell	24,376 -1,630	-6%	-$92.1K	0.5%	32
2023 Q4	$1.4M	Sell	26,006 -47,545	-65%	-$2.32M	0.51%	34
2023 Q3	$3.57M	Sell	73,551 -60,671	-45%	-$3.23M	1.41%	25
2023 Q2	$7.58M	Sell	134,222 -28,838	-18%	-$1.59M	2.9%	9
2023 Q1	$8.8M	Sell	163,060 -8,373	-5%	-$446K	3.6%	6
2022 Q4	$9.01M	Sell	171,433 -1,066	-0.6%	-$54.1K	3.92%	6
2022 Q3	$8.14M	Buy	172,499 +266	+0.2%	+$13.8K	3.87%	8
2022 Q2	$8.69M	Sell	172,233 -2,645	-2%	-$144K	3.99%	8
2022 Q1	$10.7M	Sell	174,878 -26,095	-13%	-$1.56M	4.37%	8
2021 Q4	$13.2M	Sell	200,973 -2,523	-1%	-$162K	5.65%	5
2021 Q3	$12.8M	Buy	203,496 +402	+0.2%	+$25.6K	5.83%	5
2021 Q2	$12.2M	Buy	203,094 +5,646	+3%	+$327K	5.47%	5
2021 Q1	$10.9M	Buy	197,448 +4,470	+2%	+$248K	5.36%	5
2020 Q4	$10.5M	Buy	192,978 +8,724	+5%	+$456K	5.64%	6
2020 Q3	$9.2M	Sell	184,254 -546	-0.3%	-$26.4K	5.42%	7
2020 Q2	$8.15M	Buy	184,800 +38,070	+26%	+$1.63M	5.77%	7
2020 Q1	$5.51M	Buy	146,730 +33,642	+30%	+$1.42M	2.99%	11
2019 Q4	$4.98M	Buy	113,088 +97,908	+645%	+$4.12M	2.43%	11
2019 Q3	$625K	Buy	15,180 +1,566	+12%	+$64.1K	0.37%	12
2019 Q2	$546K	Buy	13,614 +258	+2%	+$9.77K	0.37%	15
2019 Q1	$515K	Hold	13,356	–	–	0.34%	15
2018 Q4	$444K	Buy	13,356 +324	+2%	+$11.2K	0.35%	15
2018 Q3	$494K	Buy	13,032 +6	+0%	+$213	0.36%	16
2018 Q2	$435K	Buy	13,026 +450	+4%	+$14.7K	0.34%	16
2018 Q1	$387K	Buy	12,576 +6	+0%	+$185	0.34%	18
2017 Q4	$363K	Buy	12,570 +30	+0.2%	+$865	0.3%	15
2017 Q3	$349K	Buy	12,540 +360	+3%	+$9.96K	0.34%	14
2017 Q2	$338K	Hold	12,180	–	–	0.31%	15
2017 Q1	$307K	Buy	12,180 +54	+0.4%	+$1.31K	0.32%	13
2016 Q4	$293K	Hold	12,126	–	–	0.25%	15
2016 Q3	$293K	Hold	12,126	–	–	0.25%	15
2016 Q2	$273K	Buy	12,126 +12	+0.1%	+$260	0.25%	14
2016 Q1	$247K	Buy	12,114 +114	+1%	+$2.21K	0.2%	14
2015 Q4	$245K	Buy	+12,000	New	+$240K	0.2%	17

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ogorek Anthony Joseph's IHI Position: Q1 2026 in Review

Ogorek Anthony Joseph increased its iShares US Medical Devices ETF (IHI) stake by 0.03% in Q1 2026, buying an estimated $235 and bringing the position to 11,763 shares worth $627K. The position accounts for 0.17% of the portfolio, ranked #47.

Ogorek Anthony Joseph first reported a position in IHI in Q4 2015 and has held it in 42 quarters since. The position peaked at $13.2M in Q4 2021. 504 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Ogorek Anthony Joseph held 11,763 shares of iShares US Medical Devices ETF worth $627K as of Q1 2026.
Ogorek Anthony Joseph bought 4 iShares US Medical Devices ETF shares in Q1 2026, an estimated $235.
iShares US Medical Devices ETF made up 0.17% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #47 holding.
Ogorek Anthony Joseph first reported a position in iShares US Medical Devices ETF in Q4 2015 and has held it in 42 quarters since.
Ogorek Anthony Joseph's iShares US Medical Devices ETF position peaked at $13.2M in Q4 2021.
504 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.