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

WCG 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
Q1 		– Sell
-36,902
Closed -$2.29M – 531
2025
Q4 		$2.29M Sell
36,902
-488
-1% -$30.1K 0.06% 239
2025
Q3 		$2.25M Sell
37,390
-1,540
-4% -$94.2K 0.14% 142
2025
Q2 		$2.44M Sell
38,930
-5,004
-11% -$301K 0.16% 138
2025
Q1 		$2.64M Sell
43,934
-1,415
-3% -$87.9K 0.2% 121
2024
Q4 		$2.65M Buy
45,349
+460
+1% +$27.3K 0.17% 123
2024
Q3 		$2.66M Buy
44,889
+180
+0.4% +$10.3K 0.18% 130
2024
Q2 		$2.51M Buy
44,709
+2,776
+7% +$155K 0.19% 115
2024
Q1 		$2.46M Buy
41,933
+7,418
+21% +$419K 0.21% 106
2023
Q4 		$1.86M Buy
34,515
+4,590
+15% +$224K 0.14% 145
2023
Q3 		$1.45M Buy
+29,925
New +$1.59M 0.11% 161
2023
Q1 		– Sell
-11,107
Closed -$584K – 162
2022
Q4 		$584K Buy
11,107
+1,374
+14% +$69.7K 0.08% 133
2022
Q3 		$529K Sell
9,733
-3,071
-24% -$159K 0.07% 176
2022
Q2 		$646K Buy
+12,804
New +$698K 0.09% 150

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WCG Wealth Advisors's IHI Position: Q1 2026 in Review

WCG Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 36,902 shares — an estimated $2.29M sold.

WCG Wealth Advisors first reported a position in IHI in Q2 2022 and held it in 13 quarters. The position peaked at $2.66M in Q3 2024. 509 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • WCG Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
  • WCG Wealth Advisors sold 36,902 iShares US Medical Devices ETF shares in Q1 2026, an estimated $2.29M.
  • WCG Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q2 2022 and held it in 13 quarters.
  • WCG Wealth Advisors's iShares US Medical Devices ETF position peaked at $2.66M in Q3 2024.
  • 509 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.