Annis Gardner Whiting Capital Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Annis Gardner Whiting Capital Advisors’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	-559	Closed	-$29.8K	–	778
2026 Q1	$29.8K	Sell	559 -5	-0.9%	-$294	﹤0.01%	660
2025 Q4	$35.1K	Buy	+564	New	+$34.8K	0.01%	580
2025 Q3	–	Sell	-564	Closed	-$35.3K	–	1315
2025 Q2	$35.3K	Buy	+564	New	+$33.9K	0.01%	472

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

Annis Gardner Whiting Capital Advisors's IHI Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 559 shares — an estimated $29.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IHI in Q2 2025 and held it in 3 quarters. The position peaked at $35.3K in Q2 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 559 iShares US Medical Devices ETF shares in Q2 2026, an estimated $29.8K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares US Medical Devices ETF in Q2 2025 and held it in 3 quarters.
Annis Gardner Whiting Capital Advisors's iShares US Medical Devices ETF position peaked at $35.3K in Q2 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.