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

Aptus 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	$80.9K	Buy	1,637 +1	+0.1%	+$51	﹤0.01%	1296
2026 Q1	$87.3K	Sell	1,636 -427	-21%	-$25.1K	﹤0.01%	1182
2025 Q4	$128K	Buy	2,063 +1,058	+105%	+$65.3K	﹤0.01%	1115
2025 Q3	$60.4K	Sell	1,005 -58	-5%	-$3.55K	﹤0.01%	1207
2025 Q2	$66.6K	Buy	1,063 +58	+6%	+$3.48K	﹤0.01%	1140
2025 Q1	$60.5K	Sell	1,005 -491	-33%	-$30.5K	﹤0.01%	1085
2024 Q4	$87.3K	Buy	1,496 +1,205	+414%	+$71.6K	﹤0.01%	1032
2024 Q3	$17.2K	Hold	291	–	–	﹤0.01%	1055
2024 Q2	$16.3K	Sell	291 -322	-53%	-$18K	﹤0.01%	994
2024 Q1	$35.9K	Buy	613 +414	+208%	+$23.4K	﹤0.01%	921
2023 Q4	$10.7K	Sell	199 -1,645	-89%	-$80.4K	﹤0.01%	790
2023 Q3	$89.4K	Buy	1,844 +1,482	+409%	+$78.8K	﹤0.01%	632
2023 Q2	$20.4K	Buy	362 +105	+41%	+$5.78K	﹤0.01%	652
2023 Q1	$13.9K	Sell	257 -92	-26%	-$4.9K	﹤0.01%	659
2022 Q4	$18.3K	Buy	349 +1	+0.3%	+$51	﹤0.01%	654
2022 Q3	$16K	Buy	348 +150	+76%	+$7.78K	﹤0.01%	626
2022 Q2	$10K	Hold	198	–	–	﹤0.01%	570
2022 Q1	$12K	Hold	198	–	–	﹤0.01%	594
2021 Q4	$13K	Hold	198	–	–	﹤0.01%	488
2021 Q3	$12K	Sell	198 -120	-38%	-$7.66K	﹤0.01%	469
2021 Q2	$19K	Hold	318	–	–	﹤0.01%	467
2021 Q1	$18K	Hold	318	–	–	﹤0.01%	434
2020 Q4	$16K	Hold	318	–	–	﹤0.01%	397
2020 Q3	$15K	Buy	318 +198	+165%	+$9.59K	﹤0.01%	401
2020 Q2	$5K	Hold	120	–	–	﹤0.01%	385
2020 Q1	$4K	Hold	120	–	–	﹤0.01%	383
2019 Q4	$5K	Hold	120	–	–	﹤0.01%	469
2019 Q3	$4K	Buy	+120	New	+$4.91K	﹤0.01%	454

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

Aptus Capital Advisors's IHI Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares US Medical Devices ETF (IHI) stake by 0.06% in Q2 2026, buying an estimated $51 and bringing the position to 1,637 shares worth $80.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Aptus Capital Advisors first reported a position in IHI in Q3 2019 and has held it in 28 quarters since. The position peaked at $128K in Q4 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Aptus Capital Advisors held 1,637 shares of iShares US Medical Devices ETF worth $80.9K as of Q2 2026.
Aptus Capital Advisors bought 1 iShares US Medical Devices ETF share in Q2 2026, an estimated $51.
iShares US Medical Devices ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1296 holding.
Aptus Capital Advisors first reported a position in iShares US Medical Devices ETF in Q3 2019 and has held it in 28 quarters since.
Aptus Capital Advisors's iShares US Medical Devices ETF position peaked at $128K in Q4 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.