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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$404K Sell
8,184
-3,627
-31% -$184K 0.11% 167
2026
Q1
$630K Buy
11,811
+545
+5% +$32K 0.2% 124
2025
Q4
$700K Buy
11,266
+689
+7% +$42.5K 0.22% 119
2025
Q3
$635K Buy
10,577
+424
+4% +$25.9K 0.21% 122
2025
Q2
$636K Buy
10,153
+234
+2% +$14.1K 0.25% 110
2025
Q1
$597K Sell
9,919
-2,290
-19% -$142K 0.28% 102
2024
Q4
$712K Buy
12,209
+826
+7% +$49.1K 0.33% 85
2024
Q3
$674K Buy
11,383
+842
+8% +$48.1K 0.33% 88
2024
Q2
$591K Buy
10,541
+4,542
+76% +$254K 0.33% 84
2024
Q1
$351K Buy
+5,999
New +$339K 0.21% 110

Other funds holding IHI

Paragon Private Wealth Management's IHI Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 31% in Q2 2026, selling an estimated $184K and leaving 8,184 shares worth $404K. The position accounts for 0.11% of the portfolio, ranked #167.

Paragon Private Wealth Management first reported a position in IHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $712K in Q4 2024. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Paragon Private Wealth Management held 8,184 shares of iShares US Medical Devices ETF worth $404K as of Q2 2026.
  • Paragon Private Wealth Management sold 3,627 iShares US Medical Devices ETF shares in Q2 2026, an estimated $184K.
  • iShares US Medical Devices ETF made up 0.11% of Paragon Private Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Paragon Private Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2024 and has held it in 10 quarters since.
  • Paragon Private Wealth Management's iShares US Medical Devices ETF position peaked at $712K in Q4 2024.
  • 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.