Wealthspire Advisors (New York)’s iShares US Medical Devices ETF IHI Stock Holding History

Wealthspire Advisors (New York)’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	$253K	Buy	5,121 +114	+2%	+$5.79K	﹤0.01%	1059
2026 Q1	$267K	Buy	5,007 +361	+8%	+$21.2K	﹤0.01%	758
2025 Q4	$289K	Buy	4,646 +1,861	+67%	+$115K	﹤0.01%	812
2025 Q3	$167K	Sell	2,785 -720	-21%	-$44K	﹤0.01%	855
2025 Q2	$220K	Buy	+3,505	New	+$211K	﹤0.01%	761
2024 Q4	–	Sell	-3,516	Closed	-$208K	–	812
2024 Q3	$208K	Buy	+3,516	New	+$201K	﹤0.01%	700
2024 Q2	–	Sell	-3,906	Closed	-$229K	–	677
2024 Q1	$229K	Sell	3,906 -135	-3%	-$7.63K	﹤0.01%	568
2023 Q4	$218K	Buy	+4,041	New	+$197K	﹤0.01%	595
2023 Q3	–	Sell	-3,761	Closed	-$212K	–	607
2023 Q2	$212K	Sell	3,761 -36	-0.9%	-$1.98K	﹤0.01%	516
2023 Q1	$205K	Buy	+3,797	New	+$202K	﹤0.01%	500
2022 Q2	–	Sell	-3,294	Closed	-$201K	–	508
2022 Q1	$201K	Sell	3,294 -3,570	-52%	-$213K	﹤0.01%	416
2021 Q4	$452K	Sell	6,864 -36	-0.5%	-$2.31K	0.01%	339
2021 Q3	$433K	Buy	6,900 +3,462	+101%	+$221K	0.01%	386
2021 Q2	$207K	Sell	3,438 -5,208	-60%	-$301K	0.01%	352
2021 Q1	$476K	Buy	+8,646	New	+$479K	0.01%	410

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

Wealthspire Advisors (New York)'s IHI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares US Medical Devices ETF (IHI) stake by 2.3% in Q2 2026, buying an estimated $5.79K and bringing the position to 5,121 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Wealthspire Advisors (New York) first reported a position in IHI in Q1 2021 and has held it in 15 quarters since. The position peaked at $476K in Q1 2021. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Wealthspire Advisors (New York) held 5,121 shares of iShares US Medical Devices ETF worth $253K as of Q2 2026.
Wealthspire Advisors (New York) bought 114 iShares US Medical Devices ETF shares in Q2 2026, an estimated $5.79K.
iShares US Medical Devices ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1059 holding.
Wealthspire Advisors (New York) first reported a position in iShares US Medical Devices ETF in Q1 2021 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s iShares US Medical Devices ETF position peaked at $476K in Q1 2021.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.