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Vision Retirement’s iShares US Medical Devices ETF IHI Stock Holding History

Vision Retirement’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 		$398K Sell
8,051
-17,222
-68% -$874K 0.1% 96
2026
Q1 		$1.35M Sell
25,273
-8,545
-25% -$502K 0.38% 50
2025
Q4 		$2.1M Buy
+33,818
New +$2.09M 0.56% 33

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vision Retirement's IHI Position: Q2 2026 in Review

Vision Retirement reduced its iShares US Medical Devices ETF (IHI) stake by 68% in Q2 2026, selling an estimated $874K and leaving 8,051 shares worth $398K. The position accounts for 0.1% of the portfolio, ranked #96.

Vision Retirement first reported a position in IHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.1M in Q4 2025. 475 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Vision Retirement held 8,051 shares of iShares US Medical Devices ETF worth $398K as of Q2 2026.
  • Vision Retirement sold 17,222 iShares US Medical Devices ETF shares in Q2 2026, an estimated $874K.
  • iShares US Medical Devices ETF made up 0.1% of Vision Retirement's portfolio in Q2 2026, its #96 holding.
  • Vision Retirement first reported a position in iShares US Medical Devices ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares US Medical Devices ETF position peaked at $2.1M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.