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

Annex Advisory Services’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	$33.6M	Buy	+680,069	New	+$34.5M	0.57%	54

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Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

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Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return