Pension & Wealth Management Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Pension & Wealth Management 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	$1.03M	Buy	+20,795	New	+$1.06M	0.28%	57

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Pension & Wealth Management Advisors's IHI Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2026: 20,795 shares worth $1.03M. The stake represents 0.28% of the portfolio and ranks #57 among its holdings.

475 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Pension & Wealth Management Advisors held 20,795 shares of iShares US Medical Devices ETF worth $1.03M as of Q2 2026.
iShares US Medical Devices ETF was a new Pension & Wealth Management Advisors position in Q2 2026.
iShares US Medical Devices ETF made up 0.28% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #57 holding.
475 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.