Action Point Financial Planning’s iShares US Medical Devices ETF IHI Stock Holding History

Action Point Financial Planning’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	$293K	Buy	+5,928	New	+$301K	0.03%	366

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

Action Point Financial Planning's IHI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2026: 5,928 shares worth $293K. The stake represents 0.03% of the portfolio and ranks #366 among its holdings.

499 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Action Point Financial Planning held 5,928 shares of iShares US Medical Devices ETF worth $293K as of Q2 2026.
iShares US Medical Devices ETF was a new Action Point Financial Planning position in Q2 2026.
iShares US Medical Devices ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #366 holding.
499 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.