Wedmont Private Capital’s iShares US Medical Devices ETF IHI Stock Holding History

Wedmont Private Capital’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 Q3	$392K	Sell	7,681 -150	-2%	-$7.92K	0.01%	671
2026 Q2	$402K	Buy	7,831 +150	+2%	+$7.62K	0.01%	637
2026 Q1	$417K	Sell	7,681 -60	-0.8%	-$3.52K	0.01%	558
2025 Q4	$498K	Hold	7,741	–	–	0.02%	478
2025 Q3	$464K	Hold	7,741	–	–	0.02%	484
2025 Q2	$478K	Hold	7,741	–	–	0.02%	443
2025 Q1	$437K	Sell	7,741 -87	-1%	-$5.4K	0.02%	420
2024 Q4	$469K	Buy	7,828 +87	+1%	+$5.17K	0.02%	399
2024 Q3	$444K	Hold	7,741	–	–	0.03%	392
2024 Q2	$437K	Hold	7,741	–	–	0.03%	379
2024 Q1	$447K	Hold	7,741	–	–	0.03%	350
2023 Q4	$421K	Buy	7,741 +60	+0.8%	+$2.93K	0.03%	349
2023 Q3	$368K	Hold	7,681	–	–	0.04%	326
2023 Q2	$437K	Hold	7,681	–	–	0.05%	279
2023 Q1	$416K	Hold	7,681	–	–	0.05%	253
2022 Q4	$410K	Sell	7,681 -1,344	-15%	-$68.2K	0.06%	254
2022 Q3	$426K	Buy	9,025 +211	+2%	+$10.9K	0.09%	182
2022 Q2	$445K	Hold	8,814	–	–	0.1%	154
2022 Q1	$538K	Buy	8,814 +1,341	+18%	+$79.9K	0.12%	132
2021 Q4	$463K	Buy	+7,473	New	+$478K	0.14%	116

Other funds holding IHI

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

CAM

Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Wedmont Private Capital's IHI Position: Q3 2026 in Review

Wedmont Private Capital reduced its iShares US Medical Devices ETF (IHI) stake by 1.9% in Q3 2026, selling an estimated $7.92K and leaving 7,681 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #671.

Wedmont Private Capital first reported a position in IHI in Q4 2021 and has held it in 20 quarters since. The position peaked at $538K in Q1 2022. 18 funds tracked by Wall St. Rank hold IHI as of Q3 2026.

Wedmont Private Capital held 7,681 shares of iShares US Medical Devices ETF worth $392K as of Q3 2026.
Wedmont Private Capital sold 150 iShares US Medical Devices ETF shares in Q3 2026, an estimated $7.92K.
iShares US Medical Devices ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #671 holding.
Wedmont Private Capital first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 20 quarters since.
Wedmont Private Capital's iShares US Medical Devices ETF position peaked at $538K in Q1 2022.
18 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.