PCG Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

PCG Wealth 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	$218K	Sell	4,419 -1,421	-24%	-$72.1K	0.05%	169
2026 Q1	$312K	Buy	5,840 +2	+0%	+$117	0.08%	133
2025 Q4	$363K	Sell	5,838 -79	-1%	-$4.88K	0.1%	116
2025 Q3	$355K	Sell	5,917 -726	-11%	-$44.4K	0.1%	118
2025 Q2	$416K	Sell	6,643 -124	-2%	-$7.45K	0.21%	61
2025 Q1	$407K	Sell	6,767 -70	-1%	-$4.35K	0.14%	96
2024 Q4	$399K	Sell	6,837 -83	-1%	-$4.93K	0.15%	95
2024 Q3	$410K	Sell	6,920 -533	-7%	-$30.4K	0.16%	85
2024 Q2	$418K	Sell	7,453 -57	-0.8%	-$3.19K	0.18%	77
2024 Q1	$440K	Sell	7,510 -321	-4%	-$18.1K	0.21%	73
2023 Q4	$423K	Sell	7,831 -300	-4%	-$14.7K	0.24%	66
2023 Q3	$394K	Sell	8,131 -23	-0.3%	-$1.22K	0.26%	68
2023 Q2	$460K	Sell	8,154 -199	-2%	-$11K	0.29%	67
2023 Q1	$451K	Sell	8,353 -64	-0.8%	-$3.41K	0.29%	65
2022 Q4	$443K	Sell	8,417 -9,226	-52%	-$468K	0.28%	71
2022 Q3	$834K	Buy	17,643 +8,334	+90%	+$432K	0.3%	56
2022 Q2	$470K	Buy	9,309 +37	+0.4%	+$2.02K	0.34%	52
2022 Q1	$565K	Sell	9,272 -377	-4%	-$22.5K	0.36%	44
2021 Q4	$639K	Buy	+9,649	New	+$618K	0.44%	42

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

PCG Wealth Advisors's IHI Position: Q2 2026 in Review

PCG Wealth Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 24% in Q2 2026, selling an estimated $72.1K and leaving 4,419 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #169.

PCG Wealth Advisors first reported a position in IHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $834K in Q3 2022. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

PCG Wealth Advisors held 4,419 shares of iShares US Medical Devices ETF worth $218K as of Q2 2026.
PCG Wealth Advisors sold 1,421 iShares US Medical Devices ETF shares in Q2 2026, an estimated $72.1K.
iShares US Medical Devices ETF made up 0.05% of PCG Wealth Advisors's portfolio in Q2 2026, its #169 holding.
PCG Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's iShares US Medical Devices ETF position peaked at $834K in Q3 2022.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.