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 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

AAS

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Welch Group's IHI Position: Q2 2026 in Review

Welch Group increased its iShares US Medical Devices ETF (IHI) stake by 1.9% in Q2 2026, buying an estimated $6.45K and bringing the position to 6,757 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #237.

Welch Group first reported a position in IHI in Q1 2021 and has held it in 22 quarters since. The position peaked at $688K in Q2 2021. 182 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Welch Group held 6,757 shares of iShares US Medical Devices ETF worth $334K as of Q2 2026.
Welch Group bought 127 iShares US Medical Devices ETF shares in Q2 2026, an estimated $6.45K.
iShares US Medical Devices ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #237 holding.
Welch Group first reported a position in iShares US Medical Devices ETF in Q1 2021 and has held it in 22 quarters since.
Welch Group's iShares US Medical Devices ETF position peaked at $688K in Q2 2021.
182 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.