Wealthcare Advisory Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-4,100	Closed	-$219K	–	1121
2026 Q1	$219K	Sell	4,100 -622	-13%	-$36.5K	﹤0.01%	989
2025 Q4	$293K	Buy	4,722 +26	+0.6%	+$1.6K	0.01%	882
2025 Q3	$282K	Sell	4,696 -690	-13%	-$42.2K	0.01%	878
2025 Q2	$337K	Buy	+5,386	New	+$324K	0.01%	752
2021 Q2	–	Sell	-1,290	Closed	-$71K	–	1172
2021 Q1	$71K	Buy	+1,290	New	+$71.5K	0.01%	772
2020 Q2	–	Sell	-654	Closed	-$25K	–	829
2020 Q1	$25K	Sell	654 -1,170	-64%	-$49.3K	﹤0.01%	674
2019 Q4	$80K	Buy	1,824 +354	+24%	+$14.9K	0.01%	443
2019 Q3	$61K	Buy	+1,470	New	+$60.2K	0.01%	490
2019 Q1	–	Sell	-5,310	Closed	-$177K	–	1245
2018 Q4	$177K	Hold	5,310	–	–	0.03%	222
2018 Q3	$201K	Sell	5,310 -72	-1%	-$2.56K	0.04%	223
2018 Q2	$180K	Buy	5,382 +72	+1%	+$2.35K	0.04%	230
2018 Q1	$164K	Hold	5,310	–	–	0.04%	217
2017 Q4	$154K	Hold	5,310	–	–	0.04%	204
2017 Q3	$148K	Buy	5,310 +1,638	+45%	+$45.3K	0.04%	170
2017 Q2	$102K	Hold	3,672	–	–	0.05%	38
2017 Q1	$93K	Hold	3,672	–	–	0.05%	36
2016 Q4	$81K	Buy	+3,672	New	+$83.4K	0.05%	38

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

Wealthcare Advisory Partners's IHI Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 4,100 shares — an estimated $219K sold.

Wealthcare Advisory Partners first reported a position in IHI in Q4 2016 and held it in 17 quarters. The position peaked at $337K in Q2 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Wealthcare Advisory Partners reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,100 iShares US Medical Devices ETF shares in Q2 2026, an estimated $219K.
Wealthcare Advisory Partners first reported a position in iShares US Medical Devices ETF in Q4 2016 and held it in 17 quarters.
Wealthcare Advisory Partners's iShares US Medical Devices ETF position peaked at $337K in Q2 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.