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Peterson Wealth Services’s iShares US Medical Devices ETF IHI Stock Holding History

Peterson Wealth Services’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 		$143K Hold
2,894
– – 0.03% 144
2026
Q1 		$154K Hold
2,894
– – 0.04% 136
2025
Q4 		$180K Sell
2,894
-11,303
-80% -$698K 0.05% 120
2025
Q3 		$175K Buy
14,197
+11,287
+388% +$690K 0.04% 129
2025
Q2 		$182K Hold
2,910
– – 0.05% 123
2025
Q1 		$175K Hold
2,910
– – 0.05% 124
2024
Q4 		$170K Hold
2,910
– – 0.05% 124
2024
Q3 		$172K Buy
+2,910
New +$166K 0.06% 132
2024
Q1 		– Sell
-3,766
Closed -$203K – 114
2023
Q4 		$203K Buy
+3,766
New +$184K 0.09% 102
2023
Q3 		– Sell
-3,766
Closed -$213K – 76
2023
Q2 		$213K Sell
3,766
-42,706
-92% -$2.35M 0.1% 88
2023
Q1 		$2.51M Buy
46,472
+5,522
+13% +$294K 1.29% 24
2022
Q4 		$2.15M Buy
40,950
+483
+1% +$24.5K 1.23% 26
2022
Q3 		$1.91M Buy
40,467
+748
+2% +$38.8K 1.35% 28
2022
Q2 		$2M Buy
39,719
+1,445
+4% +$78.8K 1.44% 26
2022
Q1 		$2.33M Buy
38,274
+2,746
+8% +$164K 1.43% 28
2021
Q4 		$2.34M Buy
+35,528
New +$2.27M 1.55% 28

Other funds holding IHI

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Peterson Wealth Services's IHI Position: Q2 2026 in Review

Peterson Wealth Services held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 2,894 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #144.

Peterson Wealth Services first reported a position in IHI in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.51M in Q1 2023. 207 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Peterson Wealth Services held 2,894 shares of iShares US Medical Devices ETF worth $143K as of Q2 2026.
  • Peterson Wealth Services left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
  • iShares US Medical Devices ETF made up 0.03% of Peterson Wealth Services's portfolio in Q2 2026, its #144 holding.
  • Peterson Wealth Services first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 16 quarters since.
  • Peterson Wealth Services's iShares US Medical Devices ETF position peaked at $2.51M in Q1 2023.
  • 207 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.