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 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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Wedmont Private Capital's IHI Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares US Medical Devices ETF (IHI) stake by 2% in Q2 2026, buying an estimated $7.62K and bringing the position to 7,831 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #637.

Wedmont Private Capital first reported a position in IHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $538K in Q1 2022. 65 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Wedmont Private Capital held 7,831 shares of iShares US Medical Devices ETF worth $402K as of Q2 2026.
Wedmont Private Capital bought 150 iShares US Medical Devices ETF shares in Q2 2026, an estimated $7.62K.
iShares US Medical Devices ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #637 holding.
Wedmont Private Capital first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 19 quarters since.
Wedmont Private Capital's iShares US Medical Devices ETF position peaked at $538K in Q1 2022.
65 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.