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

Wharton Business 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 		$13.5M Sell
273,580
-19,395
-7% -$985K 0.45% 43
2026
Q1 		$15.6M Sell
292,975
-6,555
-2% -$385K 0.59% 37
2025
Q4 		$18.6M Sell
299,530
-2,890
-1% -$178K 0.71% 33
2025
Q3 		$1.29M Sell
302,420
-210
-0.1% -$12.8K 0.06% 74
2025
Q2 		$18.9M Buy
302,630
+40,425
+15% +$2.43M 0.8% 32
2025
Q1 		$15.7M Buy
262,205
+4,305
+2% +$267K 0.71% 35
2024
Q4 		$15M Sell
257,900
-18,950
-7% -$1.13M 0.68% 36
2024
Q3 		$16.4M Buy
276,850
+8,070
+3% +$461K 0.74% 36
2024
Q2 		$15.1M Buy
268,780
+1,805
+0.7% +$101K 0.78% 32
2024
Q1 		$15.6M Buy
266,975
+33,590
+14% +$1.9M 0.75% 30
2023
Q4 		$12.6M Sell
233,385
-26,131
-10% -$1.28M 0.63% 34
2023
Q3 		$12.6M Buy
259,516
+5,435
+2% +$289K 0.7% 34
2023
Q2 		$14.3M Sell
254,081
-18,570
-7% -$1.02M 0.95% 26
2023
Q1 		$14.7M Sell
272,651
-615
-0.2% -$32.7K 0.88% 27
2022
Q4 		$14.4M Buy
273,266
+3,950
+1% +$200K 0.83% 28
2022
Q3 		$12.7M Buy
269,316
+15,180
+6% +$788K 0.86% 30
2022
Q2 		$1.28M Buy
254,136
+66,495
+35% +$3.62M 0.08% 71
2022
Q1 		$11.4M Buy
187,641
+15,195
+9% +$906K 0.69% 31
2021
Q4 		$11.4M Buy
+172,446
New +$11M 0.7% 32
2021
Q3 		– Sell
-202,986
Closed -$12.2M – 96
2021
Q2 		$12.2M Buy
202,986
+5,970
+3% +$345K 0.95% 28
2021
Q1 		$10.8M Buy
197,016
+90
+0% +$4.99K 0.85% 31
2020
Q4 		$10.7M Sell
196,926
-26,100
-12% -$1.36M 0.88% 30
2020
Q3 		$11.1M Sell
223,026
-8,856
-4% -$429K 1.03% 26
2020
Q2 		$10.2M Sell
231,882
-1,620
-0.7% -$69.2K 0.99% 31
2020
Q1 		$8.77M Sell
233,502
-16,656
-7% -$701K 0.99% 30
2019
Q4 		$11M Buy
250,158
+3,240
+1% +$136K 1.02% 28
2019
Q3 		$10.2M Sell
246,918
-5,640
-2% -$231K 1.02% 27
2019
Q2 		$10.1M Sell
252,558
-2,340
-0.9% -$88.6K 1.03% 28
2019
Q1 		$9.84M Buy
254,898
+3,660
+1% +$133K 1.02% 27
2018
Q4 		$8.37M Sell
251,238
-24,240
-9% -$839K 0.99% 29
2018
Q3 		$10.4M Sell
275,478
-23,370
-8% -$831K 1.04% 28
2018
Q2 		$9.99M Sell
298,848
-4,410
-1% -$144K 1.04% 27
2018
Q1 		$9.35M Sell
303,258
-9,408
-3% -$290K 0.97% 28
2017
Q4 		$8.98M Sell
312,666
-6,900
-2% -$199K 0.93% 28
2017
Q3 		$8.9M Sell
319,566
-102,090
-24% -$2.82M 0.94% 29
2017
Q2 		$11.7M Sell
421,656
-13,740
-3% -$364K 1.25% 23
2017
Q1 		$11M Sell
435,396
-17,640
-4% -$428K 1.17% 27
2016
Q4 		$10.1M Sell
453,036
-6,630
-1% -$151K 1.19% 23
2016
Q3 		$11.1M Sell
459,666
-9,870
-2% -$235K 1.37% 27
2016
Q2 		$10.6M Sell
469,536
-11,610
-2% -$251K 1.26% 30
2016
Q1 		$9.82M Buy
481,146
+960
+0.2% +$18.6K 1.09% 35
2015
Q4 		$9.8M Sell
480,186
-28,500
-6% -$570K 0.97% 38
2015
Q3 		$9.44M Sell
508,686
-13,380
-3% -$269K 0.93% 40
2015
Q2 		$10.4M Buy
522,066
+3,960
+0.8% +$79.3K 0.69% 38
2015
Q1 		$10.4M Sell
518,106
-936,540
-64% -$18.3M 0.86% 39
2014
Q4 		$27.4M Buy
1,454,646
+155,760
+12% +$2.81M 2.27% 16
2014
Q3 		$21.5M Buy
1,298,886
+8,670
+0.7% +$148K 1.91% 16
2014
Q2 		$21.9M Sell
1,290,216
-499,860
-28% -$8.17M 2.42% 13
2014
Q1 		$29.5M Buy
1,790,076
+127,110
+8% +$2.04M 2.38% 11
2013
Q4 		$25.7M Buy
1,662,966
+97,020
+6% +$1.45M 2.17% 13
2013
Q3 		$22.1M Buy
1,565,946
+14,640
+0.9% +$201K 1.86% 17
2013
Q2 		$20.3M Buy
+1,551,306
New +$20.1M 1.77% 17

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wharton Business Group's IHI Position: Q2 2026 in Review

Wharton Business Group reduced its iShares US Medical Devices ETF (IHI) stake by 6.6% in Q2 2026, selling an estimated $985K and leaving 273,580 shares worth $13.5M. The position accounts for 0.45% of the portfolio, ranked #43.

Wharton Business Group first reported a position in IHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.5M in Q1 2014. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Wharton Business Group held 273,580 shares of iShares US Medical Devices ETF worth $13.5M as of Q2 2026.
  • Wharton Business Group sold 19,395 iShares US Medical Devices ETF shares in Q2 2026, an estimated $985K.
  • iShares US Medical Devices ETF made up 0.45% of Wharton Business Group's portfolio in Q2 2026, its #43 holding.
  • Wharton Business Group first reported a position in iShares US Medical Devices ETF in Q2 2013 and has held it in 52 quarters since.
  • Wharton Business Group's iShares US Medical Devices ETF position peaked at $29.5M in Q1 2014.
  • 502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.