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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
Q2 		$575K Sell
11,655
-108
-0.9% -$5.48K 0.14% 51
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ogorek Anthony Joseph's IHI Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its iShares US Medical Devices ETF (IHI) stake by 0.92% in Q2 2026, selling an estimated $5.48K and leaving 11,655 shares worth $575K. The position accounts for 0.14% of the portfolio, ranked #51.

Ogorek Anthony Joseph first reported a position in IHI in Q4 2015 and has held it in 43 quarters since. The position peaked at $13.2M in Q4 2021. 503 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Ogorek Anthony Joseph held 11,655 shares of iShares US Medical Devices ETF worth $575K as of Q2 2026.
  • Ogorek Anthony Joseph sold 108 iShares US Medical Devices ETF shares in Q2 2026, an estimated $5.48K.
  • iShares US Medical Devices ETF made up 0.14% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #51 holding.
  • Ogorek Anthony Joseph first reported a position in iShares US Medical Devices ETF in Q4 2015 and has held it in 43 quarters since.
  • Ogorek Anthony Joseph's iShares US Medical Devices ETF position peaked at $13.2M in Q4 2021.
  • 503 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.