Rothschild Investment LLC’s iShares US Medical Devices ETF IHI Stock Holding History

Rothschild Investment LLC’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	$17.6K	Hold	357	–	–	﹤0.01%	1592
2026 Q1	$19K	Hold	357	–	–	﹤0.01%	1438
2025 Q4	$22.2K	Buy	357 +1	+0.3%	+$62	﹤0.01%	1290
2025 Q3	$21.4K	Hold	356	–	–	﹤0.01%	1213
2025 Q2	$22.3K	Hold	356	–	–	﹤0.01%	997
2025 Q1	$21.4K	Hold	356	–	–	﹤0.01%	982
2024 Q4	$20.8K	Hold	356	–	–	﹤0.01%	997
2024 Q3	$21.1K	Hold	356	–	–	﹤0.01%	990
2024 Q2	$19.9K	Hold	356	–	–	﹤0.01%	970
2024 Q1	$20.9K	Sell	356 -300	-46%	-$16.9K	﹤0.01%	912
2023 Q4	$35.4K	Buy	+656	New	+$32K	﹤0.01%	729

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Rothschild Investment LLC's IHI Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 357 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Rothschild Investment LLC first reported a position in IHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.4K in Q4 2023. 436 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Rothschild Investment LLC held 357 shares of iShares US Medical Devices ETF worth $17.6K as of Q2 2026.
Rothschild Investment LLC left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1592 holding.
Rothschild Investment LLC first reported a position in iShares US Medical Devices ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's iShares US Medical Devices ETF position peaked at $35.4K in Q4 2023.
436 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.