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

Panoramic 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	$314K	Sell	6,350 -300	-5%	-$15.2K	0.15%	107
2026 Q1	$355K	Buy	6,650 +1	+0%	+$59	0.19%	87
2025 Q4	$413K	Sell	6,649 -170	-2%	-$10.5K	0.22%	79
2025 Q3	$410K	Sell	6,819 -295	-4%	-$18K	0.23%	75
2025 Q2	$446K	Sell	7,114 -39	-0.5%	-$2.34K	0.27%	72
2025 Q1	$431K	Sell	7,153 -125	-2%	-$7.76K	0.29%	70
2024 Q4	$425K	Sell	7,278 -279	-4%	-$16.6K	0.28%	72
2024 Q3	$448K	Buy	+7,557	New	+$432K	0.31%	71
2024 Q1	$1.08M	Sell	18,452 -1,350	-7%	-$76.2K	0.8%	35
2023 Q4	$1.07M	Sell	19,802 -2,429	-11%	-$119K	0.92%	33
2023 Q3	$1.08M	Buy	+22,231	New	+$1.18M	0.99%	32
2022 Q4	$1.5M	Buy	+28,530	New	+$1.45M	1.54%	15

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

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

Panoramic Investment Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 4.5% in Q2 2026, selling an estimated $15.2K and leaving 6,350 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #107.

Panoramic Investment Advisors first reported a position in IHI in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.5M in Q4 2022. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Panoramic Investment Advisors held 6,350 shares of iShares US Medical Devices ETF worth $314K as of Q2 2026.
Panoramic Investment Advisors sold 300 iShares US Medical Devices ETF shares in Q2 2026, an estimated $15.2K.
iShares US Medical Devices ETF made up 0.15% of Panoramic Investment Advisors's portfolio in Q2 2026, its #107 holding.
Panoramic Investment Advisors first reported a position in iShares US Medical Devices ETF in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's iShares US Medical Devices ETF position peaked at $1.5M in Q4 2022.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

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