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

Physician 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	$418K	Buy	8,467 +202	+2%	+$10.3K	0.05%	130
2026 Q1	$441K	Buy	8,265 +597	+8%	+$35.1K	0.06%	115
2025 Q4	$477K	Buy	7,668 +316	+4%	+$19.5K	0.07%	106
2025 Q3	$442K	Buy	7,352 +548	+8%	+$33.5K	0.06%	116
2025 Q2	$426K	Sell	6,804 -1,030	-13%	-$61.9K	0.07%	110
2025 Q1	$472K	Sell	7,834 -66	-0.8%	-$4.1K	0.08%	98
2024 Q4	$461K	Buy	7,900 +11	+0.1%	+$654	0.08%	101
2024 Q3	$463K	Sell	7,889 -149	-2%	-$8.51K	0.08%	101
2024 Q2	$455K	Buy	8,038 +289	+4%	+$16.2K	0.08%	98
2024 Q1	$431K	Buy	7,749 +306	+4%	+$17.3K	0.09%	99
2023 Q4	$414K	Sell	7,443 -1,464	-16%	-$71.5K	0.09%	96
2023 Q3	$426K	Buy	8,907 +316	+4%	+$16.8K	0.11%	85
2023 Q2	$478K	Buy	8,591 +151	+2%	+$8.32K	0.12%	80
2023 Q1	$479K	Buy	8,440 +73	+0.9%	+$3.89K	0.13%	80
2022 Q4	$453K	Sell	8,367 -600	-7%	-$30.4K	0.12%	83
2022 Q3	$451K	Sell	8,967 -786	-8%	-$40.8K	0.14%	77
2022 Q2	$524K	Buy	9,753 +711	+8%	+$38.8K	0.15%	73
2022 Q1	$509K	Buy	9,042 +794	+10%	+$47.3K	0.14%	86
2021 Q4	$513K	Buy	8,248 +1,471	+22%	+$94.2K	0.13%	85
2021 Q3	$427K	Sell	6,777 -42,657	-86%	-$2.72M	0.12%	91
2021 Q2	$509K	Buy	49,434 +15,048	+44%	+$870K	0.15%	82
2021 Q1	$1.92M	Buy	34,386 +2,844	+9%	+$158K	0.62%	32
2020 Q4	$1.8M	Sell	31,542 -7,416	-19%	-$388K	0.61%	32
2020 Q3	$1.95M	Buy	38,958 +1,566	+4%	+$75.8K	0.78%	30
2020 Q2	$1.81M	Buy	37,392 +5,712	+18%	+$244K	0.73%	28
2020 Q1	$1.34M	Buy	+31,680	New	+$1.33M	0.67%	31

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

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 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 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

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

Physician Wealth Advisors increased its iShares US Medical Devices ETF (IHI) stake by 2.4% in Q2 2026, buying an estimated $10.3K and bringing the position to 8,467 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #130.

Physician Wealth Advisors first reported a position in IHI in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.95M in Q3 2020. 207 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Physician Wealth Advisors held 8,467 shares of iShares US Medical Devices ETF worth $418K as of Q2 2026.
Physician Wealth Advisors bought 202 iShares US Medical Devices ETF shares in Q2 2026, an estimated $10.3K.
iShares US Medical Devices ETF made up 0.05% of Physician Wealth Advisors's portfolio in Q2 2026, its #130 holding.
Physician Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q1 2020 and has held it in 26 quarters since.
Physician Wealth Advisors's iShares US Medical Devices ETF position peaked at $1.95M in Q3 2020.
207 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.