Whittier Trust’s iShares US Medical Devices ETF IHI Stock Holding History

Whittier Trust’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	$14.5M	Buy	278,094 +277,464	+44,042%	+$14.1M	0.14%	121
2026 Q1	$33.6K	Sell	630 -1,176	-65%	-$69.1K	﹤0.01%	902
2025 Q4	$116K	Hold	1,806	–	–	﹤0.01%	702
2025 Q3	$109K	Hold	1,806	–	–	﹤0.01%	702
2025 Q2	$113K	Hold	1,806	–	–	﹤0.01%	765
2025 Q1	$109K	Hold	1,806	–	–	﹤0.01%	760
2024 Q4	$105K	Hold	1,806	–	–	﹤0.01%	783
2024 Q3	$107K	Hold	1,806	–	–	﹤0.01%	778
2024 Q2	$101K	Hold	1,806	–	–	﹤0.01%	769
2024 Q1	$106K	Hold	1,806	–	–	﹤0.01%	771
2023 Q4	$97.5K	Hold	1,806	–	–	﹤0.01%	770
2023 Q3	$87.6K	Buy	1,806 +1,176	+187%	+$62.5K	﹤0.01%	797
2023 Q2	$35.6K	Hold	630	–	–	﹤0.01%	1004
2023 Q1	$34K	Hold	630	–	–	﹤0.01%	1037
2022 Q4	$33.1K	Hold	630	–	–	﹤0.01%	1036
2022 Q3	$30K	Hold	630	–	–	﹤0.01%	1081
2022 Q2	$32K	Hold	630	–	–	﹤0.01%	1053
2022 Q1	$38K	Hold	630	–	–	﹤0.01%	1039
2021 Q4	$41K	Hold	630	–	–	﹤0.01%	1024
2021 Q3	$40K	Hold	630	–	–	﹤0.01%	988
2021 Q2	$38K	Sell	630 -1,176	-65%	-$68K	﹤0.01%	1021
2021 Q1	$99K	Buy	+1,806	New	+$100K	﹤0.01%	783

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

Whittier Trust's IHI Position: Q2 2026 in Review

Whittier Trust increased its iShares US Medical Devices ETF (IHI) stake by 44,042% in Q2 2026, buying an estimated $14.1M and bringing the position to 278,094 shares worth $14.5M. The position accounts for 0.14% of the portfolio, ranked #121.

Whittier Trust first reported a position in IHI in Q1 2021 and has held it in 22 quarters since. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Whittier Trust held 278,094 shares of iShares US Medical Devices ETF worth $14.5M as of Q2 2026.
Whittier Trust bought 277,464 iShares US Medical Devices ETF shares in Q2 2026, an estimated $14.1M.
iShares US Medical Devices ETF made up 0.14% of Whittier Trust's portfolio in Q2 2026, its #121 holding.
Whittier Trust first reported a position in iShares US Medical Devices ETF in Q1 2021 and has held it in 22 quarters since.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.