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

Waverly 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	$1.96M	Buy	39,617 +12,347	+45%	+$627K	0.01%	699
2026 Q1	$1.45M	Buy	27,270 +172	+0.6%	+$10.1K	0.01%	720
2025 Q4	$1.68M	Sell	27,098 -1,835	-6%	-$113K	0.01%	626
2025 Q3	$1.74M	Buy	28,933 +2,367	+9%	+$145K	0.02%	532
2025 Q2	$1.66M	Buy	26,566 +16	+0.1%	+$962	0.02%	526
2025 Q1	$1.6M	Sell	26,550 -223	-0.8%	-$13.9K	0.02%	523
2024 Q4	$1.56M	Buy	26,773 +685	+3%	+$40.7K	0.02%	434
2024 Q3	$1.54M	Buy	26,088 +567	+2%	+$32.4K	0.03%	375
2024 Q2	$1.43M	Buy	25,521 +832	+3%	+$46.6K	0.03%	372
2024 Q1	$1.45M	Buy	+24,689	New	+$1.39M	0.03%	309

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Waverly Advisors's IHI Position: Q2 2026 in Review

Waverly Advisors increased its iShares US Medical Devices ETF (IHI) stake by 45% in Q2 2026, buying an estimated $627K and bringing the position to 39,617 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #699.

Waverly Advisors first reported a position in IHI in Q1 2024 and has held it in 10 quarters since. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Waverly Advisors held 39,617 shares of iShares US Medical Devices ETF worth $1.96M as of Q2 2026.
Waverly Advisors bought 12,347 iShares US Medical Devices ETF shares in Q2 2026, an estimated $627K.
iShares US Medical Devices ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #699 holding.
Waverly Advisors first reported a position in iShares US Medical Devices ETF in Q1 2024 and has held it in 10 quarters since.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.