Robertson Stephens Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Robertson Stephens Wealth Management’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	$1.55M	Buy	31,341 +3,294	+12%	+$167K	0.04%	246
2026 Q1	$1.5M	Buy	28,047 +1,337	+5%	+$78.5K	0.04%	242
2025 Q4	$1.66M	Buy	26,710 +2,425	+10%	+$150K	0.04%	236
2025 Q3	$1.46M	Buy	24,285 +2,535	+12%	+$155K	0.04%	212
2025 Q2	$1.36M	Buy	21,750 +3,046	+16%	+$183K	0.04%	229
2025 Q1	$1.13M	Sell	18,704 -1,142	-6%	-$70.9K	0.04%	256
2024 Q4	$1.16M	Buy	19,846 +1,284	+7%	+$76.3K	0.04%	246
2024 Q3	$1.1M	Sell	18,562 -51	-0.3%	-$2.91K	0.04%	264
2024 Q2	$1.04M	Buy	18,613 +2,980	+19%	+$167K	0.05%	222
2024 Q1	$916K	Buy	15,633 +278	+2%	+$15.7K	0.05%	245
2023 Q4	$829K	Sell	15,355 -251	-2%	-$12.3K	0.05%	243
2023 Q3	$759K	Sell	15,606 -2,480	-14%	-$132K	0.05%	241
2023 Q2	$1.02M	Sell	18,086 -4,361	-19%	-$240K	0.07%	192
2023 Q1	$1.21M	Sell	22,447 -1,502	-6%	-$80K	0.09%	177
2022 Q4	$1.26M	Buy	23,949 +18,009	+303%	+$914K	0.12%	157
2022 Q3	$280K	Buy	5,940 +78	+1%	+$4.05K	0.03%	290
2022 Q2	$295K	Sell	5,862 -22,477	-79%	-$1.23M	0.03%	294
2022 Q1	$1.73M	Sell	28,339 -1,536	-5%	-$91.6K	0.15%	128
2021 Q4	$1.97M	Sell	29,875 -335	-1%	-$21.4K	0.17%	114
2021 Q3	$1.9M	Sell	30,210 -3,138	-9%	-$200K	0.21%	74
2021 Q2	$2.01M	Sell	33,348 -10,356	-24%	-$599K	0.24%	71
2021 Q1	$2.41M	Sell	43,704 -54	-0.1%	-$3K	0.38%	51
2020 Q4	$2.39M	Buy	43,758 +7,392	+20%	+$386K	0.5%	46
2020 Q3	$1.82M	Sell	36,366 -300	-0.8%	-$14.5K	0.45%	47
2020 Q2	$1.62M	Buy	36,666 +15,312	+72%	+$654K	0.47%	50
2020 Q1	$802K	Buy	21,354 +4,548	+27%	+$191K	0.27%	77
2019 Q4	$740K	Sell	16,806 -384	-2%	-$16.1K	0.37%	47
2019 Q3	$708K	Buy	17,190 +8,268	+93%	+$338K	0.36%	56
2019 Q2	$358K	Buy	+8,922	New	+$338K	0.35%	49

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

Robertson Stephens Wealth Management's IHI Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 12% in Q2 2026, buying an estimated $167K and bringing the position to 31,341 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #246.

Robertson Stephens Wealth Management first reported a position in IHI in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.41M in Q1 2021. 202 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Robertson Stephens Wealth Management held 31,341 shares of iShares US Medical Devices ETF worth $1.55M as of Q2 2026.
Robertson Stephens Wealth Management bought 3,294 iShares US Medical Devices ETF shares in Q2 2026, an estimated $167K.
iShares US Medical Devices ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #246 holding.
Robertson Stephens Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2019 and has held it in 29 quarters since.
Robertson Stephens Wealth Management's iShares US Medical Devices ETF position peaked at $2.41M in Q1 2021.
202 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.