Apella Capital’s iShares US Medical Devices ETF IHI Stock Holding History

Apella Capital’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 Q1	–	Sell	-3,268	Closed	-$203K	–	693
2025 Q4	$203K	Buy	+3,268	New	+$202K	﹤0.01%	517

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apella Capital's IHI Position: Q1 2026 in Review

Apella Capital sold out of iShares US Medical Devices ETF (IHI) in Q1 2026, closing a stake of 3,268 shares — an estimated $203K sold.

Apella Capital first reported a position in IHI in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 512 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Apella Capital reported no remaining iShares US Medical Devices ETF position as of Q1 2026 after selling out during the quarter.
Apella Capital sold 3,268 iShares US Medical Devices ETF shares in Q1 2026, an estimated $203K.
Apella Capital first reported a position in iShares US Medical Devices ETF in Q4 2025 and held it in 1 quarter.
Apella Capital's iShares US Medical Devices ETF position peaked at $203K in Q4 2025.
512 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Apella Capital's 13F filing for Q1 2026, filed 20 Apr 2026.