Advisory Alpha’s iShares US Medical Devices ETF IHI Stock Holding History

Advisory Alpha’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	–	Sell	-3,795	Closed	-$203K	–	592
2026 Q1	$203K	Sell	3,795 -333	-8%	-$19.6K	0.01%	533
2025 Q4	$257K	Sell	4,128 -97	-2%	-$5.99K	0.01%	456
2025 Q3	$253K	Hold	4,225	–	–	0.01%	452
2025 Q2	$265K	Hold	4,225	–	–	0.01%	396
2025 Q1	$254K	Sell	4,225 -77	-2%	-$4.78K	0.01%	383
2024 Q4	$251K	Buy	4,302 +9	+0.2%	+$535	0.01%	369
2024 Q3	$254K	Hold	4,293	–	–	0.01%	354
2024 Q2	$241K	Sell	4,293 -1,052	-20%	-$58.9K	0.01%	336
2024 Q1	$313K	Sell	5,345 -613	-10%	-$34.6K	0.01%	289
2023 Q4	$322K	Sell	5,958 -339	-5%	-$16.6K	0.01%	248
2023 Q3	$305K	Buy	6,297 +379	+6%	+$20.2K	0.02%	234
2023 Q2	$334K	Buy	5,918 +2,076	+54%	+$114K	0.02%	247
2023 Q1	$207K	Sell	3,842 -54	-1%	-$2.88K	0.01%	270
2022 Q4	$205K	Buy	+3,896	New	+$198K	0.01%	251
2022 Q3	–	Sell	-4,269	Closed	-$215K	–	248
2022 Q2	$215K	Buy	4,269 +1	+0%	+$55	0.02%	235
2022 Q1	$260K	Buy	4,268 +177	+4%	+$10.6K	0.02%	231
2021 Q4	$269K	Buy	+4,091	New	+$262K	0.02%	227
2021 Q1	–	Sell	-10,278	Closed	-$561K	–	185
2020 Q4	$561K	Buy	10,278 +10,116	+6,244%	+$529K	0.11%	49
2020 Q3	$8K	Buy	+162	New	+$7.84K	﹤0.01%	452
2020 Q2	–	Sell	-192	Closed	-$8.14K	–	328
2020 Q1	$8.14K	Buy	192 +72	+60%	+$3.03K	﹤0.01%	432
2019 Q4	$5.38K	Hold	120	–	–	﹤0.01%	569
2019 Q3	$4.78K	Buy	+120	New	+$4.91K	﹤0.01%	545

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

Advisory Alpha's IHI Position: Q2 2026 in Review

Advisory Alpha sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 3,795 shares — an estimated $203K sold.

Advisory Alpha first reported a position in IHI in Q3 2019 and held it in 22 quarters. The position peaked at $561K in Q4 2020. 505 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Advisory Alpha reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
Advisory Alpha sold 3,795 iShares US Medical Devices ETF shares in Q2 2026, an estimated $203K.
Advisory Alpha first reported a position in iShares US Medical Devices ETF in Q3 2019 and held it in 22 quarters.
Advisory Alpha's iShares US Medical Devices ETF position peaked at $561K in Q4 2020.
505 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.