Western Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Western Wealth Management’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	$542K	Buy	10,970 +2,951	+37%	+$150K	0.02%	644
2026 Q1	$428K	Sell	8,019 -1,724	-18%	-$101K	0.02%	684
2025 Q4	$606K	Buy	9,743 +5,403	+124%	+$334K	0.03%	470
2025 Q3	$261K	Sell	4,340 -63	-1%	-$3.85K	0.01%	642
2025 Q2	$276K	Buy	4,403 +402	+10%	+$24.2K	0.02%	574
2025 Q1	$241K	Buy	+4,001	New	+$249K	0.02%	596
2024 Q4	–	Sell	-3,696	Closed	-$219K	–	774
2024 Q3	$219K	Sell	3,696 -207	-5%	-$11.8K	0.01%	692
2024 Q2	$219K	Sell	3,903 -54	-1%	-$3.02K	0.02%	605
2024 Q1	$232K	Buy	3,957 +57	+1%	+$3.22K	0.02%	582
2023 Q4	$210K	Buy	+3,900	New	+$191K	0.02%	646
2023 Q3	–	Sell	-3,767	Closed	-$213K	–	667
2023 Q2	$213K	Sell	3,767 -38	-1%	-$2.09K	0.02%	601
2023 Q1	$205K	Sell	3,805 -232	-6%	-$12.4K	0.02%	600
2022 Q4	$212K	Sell	4,037 -7,911	-66%	-$401K	0.02%	558
2022 Q3	$565K	Sell	11,948 -414	-3%	-$21.5K	0.03%	442
2022 Q2	$624K	Sell	12,362 -1,577	-11%	-$85.9K	0.04%	414
2022 Q1	$850K	Buy	13,939 +6,851	+97%	+$408K	0.04%	375
2021 Q4	$466K	Buy	+7,088	New	+$454K	0.05%	341
2021 Q2	$450K	Sell	7,512 -5,460	-42%	-$316K	0.05%	380
2021 Q1	$714K	Sell	12,972 -654	-5%	-$36.3K	0.1%	214
2020 Q4	$743K	Sell	13,626 -3,432	-20%	-$179K	0.11%	198
2020 Q3	$852K	Sell	17,058 -828	-5%	-$40.1K	0.14%	166
2020 Q2	$791K	Buy	17,886 +12,540	+235%	+$536K	0.14%	157
2020 Q1	$201K	Sell	5,346 -66,306	-93%	-$2.79M	0.05%	342
2019 Q4	$3.16M	Sell	71,652 -1,830	-2%	-$76.9K	0.48%	43
2019 Q3	$3.03M	Buy	73,482 +210	+0.3%	+$8.6K	0.63%	28
2019 Q2	$2.94M	Buy	73,272 +66,540	+988%	+$2.52M	0.39%	51
2019 Q1	$258K	Buy	+6,732	New	+$244K	0.06%	314

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

Western Wealth Management's IHI Position: Q2 2026 in Review

Western Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 37% in Q2 2026, buying an estimated $150K and bringing the position to 10,970 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #644.

Western Wealth Management first reported a position in IHI in Q1 2019 and has held it in 27 quarters since. The position peaked at $3.16M in Q4 2019. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Western Wealth Management held 10,970 shares of iShares US Medical Devices ETF worth $542K as of Q2 2026.
Western Wealth Management bought 2,951 iShares US Medical Devices ETF shares in Q2 2026, an estimated $150K.
iShares US Medical Devices ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #644 holding.
Western Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2019 and has held it in 27 quarters since.
Western Wealth Management's iShares US Medical Devices ETF position peaked at $3.16M in Q4 2019.
502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.