Welch Group’s iShares US Medical Devices ETF IHI Stock Holding History

Welch Group’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	$346K	Hold	6,757	–	–	0.01%	236
2026 Q2	$334K	Buy	6,757 +127	+2%	+$6.45K	0.01%	237
2026 Q1	$354K	Hold	6,630	–	–	0.01%	222
2025 Q4	$412K	Hold	6,630	–	–	0.02%	201
2025 Q3	$398K	Hold	6,630	–	–	0.02%	195
2025 Q2	$415K	Hold	6,630	–	–	0.02%	176
2025 Q1	$394K	Hold	6,630	–	–	0.02%	172
2024 Q4	$388K	Hold	6,630	–	–	0.02%	178
2024 Q3	$393K	Hold	6,630	–	–	0.02%	173
2024 Q2	$372K	Hold	6,630	–	–	0.02%	167
2024 Q1	$388K	Hold	6,630	–	–	0.02%	148
2023 Q4	$358K	Hold	6,630	–	–	0.02%	160
2023 Q3	$322K	Hold	6,630	–	–	0.02%	148
2023 Q2	$374K	Hold	6,630	–	–	0.02%	139
2023 Q1	$358K	Sell	6,630 -48	-0.7%	-$2.56K	0.02%	142
2022 Q4	$351K	Buy	6,678 +48	+0.7%	+$2.44K	0.02%	144
2022 Q3	$313K	Hold	6,630	–	–	0.02%	127
2022 Q2	$334K	Sell	6,630 -3,360	-34%	-$183K	0.02%	134
2022 Q1	$609K	Hold	9,990	–	–	0.03%	102
2021 Q4	$658K	Hold	9,990	–	–	0.04%	104
2021 Q3	$627K	Sell	9,990 -1,446	-13%	-$92.3K	0.04%	95
2021 Q2	$688K	Sell	11,436 -450	-4%	-$26K	0.05%	90
2021 Q1	$654K	Buy	+11,886	New	+$659K	0.05%	91

Other funds holding IHI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Welch Group's IHI Position: Q3 2026 in Review

Welch Group held its iShares US Medical Devices ETF (IHI) position steady in Q3 2026 at 6,757 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #236.

Welch Group first reported a position in IHI in Q1 2021 and has held it in 23 quarters since. The position peaked at $688K in Q2 2021. 447 funds tracked by Wall St. Rank hold IHI as of Q3 2026.

Welch Group held 6,757 shares of iShares US Medical Devices ETF worth $346K as of Q3 2026.
Welch Group left its iShares US Medical Devices ETF share count unchanged in Q3 2026.
iShares US Medical Devices ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #236 holding.
Welch Group first reported a position in iShares US Medical Devices ETF in Q1 2021 and has held it in 23 quarters since.
Welch Group's iShares US Medical Devices ETF position peaked at $688K in Q2 2021.
447 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.