Avior Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Avior Wealth Management’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	$316K	Buy	6,403 +10	+0.2%	+$508	0.01%	643
2026 Q1	$341K	Sell	6,393 -1,515	-19%	-$89K	0.01%	650
2025 Q4	$491K	Buy	7,908 +8	+0.1%	+$494	0.02%	466
2025 Q3	$475K	Buy	7,900 +798	+11%	+$48.8K	0.02%	456
2025 Q2	$445K	Sell	7,102 -3	-0%	-$180	0.02%	460
2025 Q1	$428K	Sell	7,105 -5,009	-41%	-$311K	0.02%	449
2024 Q4	$707K	Buy	12,114 +22	+0.2%	+$1.31K	0.03%	359
2024 Q3	$716K	Buy	12,092 +16	+0.1%	+$914	0.03%	361
2024 Q2	$677K	Buy	12,076 +12	+0.1%	+$672	0.03%	358
2024 Q1	$707K	Buy	12,064 +11,185	+1,272%	+$632K	0.03%	366
2023 Q4	$47.5K	Buy	879 +3	+0.3%	+$147	﹤0.01%	736
2023 Q3	$42.5K	Sell	876 -1,000	-53%	-$53.2K	﹤0.01%	788
2023 Q2	$106K	Buy	1,876 +519	+38%	+$28.6K	0.01%	616
2023 Q1	$73.3K	Buy	1,357 +1,000	+280%	+$53.2K	0.01%	696
2022 Q4	$18.8K	Sell	357 -72	-17%	-$3.65K	﹤0.01%	763
2022 Q3	$20K	Sell	429 -1,541	-78%	-$80K	﹤0.01%	741
2022 Q2	$99K	Sell	1,970 -533	-21%	-$29K	0.01%	491
2022 Q1	$152K	Sell	2,503 -657	-21%	-$39.2K	0.01%	459
2021 Q4	$208K	Sell	3,160 -48	-1%	-$3.07K	0.02%	422
2021 Q3	$201K	Sell	3,208 -476	-13%	-$30.4K	0.02%	417
2021 Q2	$221K	Sell	3,684 -1,140	-24%	-$65.9K	0.02%	392
2021 Q1	$265K	Buy	4,824 +930	+24%	+$51.6K	0.03%	376
2020 Q4	$212K	Sell	3,894 -11,334	-74%	-$592K	0.03%	372
2020 Q3	$760K	Sell	15,228 -17,334	-53%	-$839K	0.11%	170
2020 Q2	$1.44M	Sell	32,562 -10,386	-24%	-$444K	0.22%	109
2020 Q1	$1.61M	Sell	42,948 -62,820	-59%	-$2.65M	0.32%	82
2019 Q4	$4.66M	Sell	105,768 -27,564	-21%	-$1.16M	0.75%	32
2019 Q3	$5.49M	Sell	133,332 -41,724	-24%	-$1.71M	0.96%	26
2019 Q2	$7.02M	Buy	+175,056	New	+$6.63M	1.26%	14

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

Avior Wealth Management's IHI Position: Q2 2026 in Review

Avior Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 0.16% in Q2 2026, buying an estimated $508 and bringing the position to 6,403 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #643.

Avior Wealth Management first reported a position in IHI in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.02M in Q2 2019. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Avior Wealth Management held 6,403 shares of iShares US Medical Devices ETF worth $316K as of Q2 2026.
Avior Wealth Management bought 10 iShares US Medical Devices ETF shares in Q2 2026, an estimated $508.
iShares US Medical Devices ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #643 holding.
Avior Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2019 and has held it in 29 quarters since.
Avior Wealth Management's iShares US Medical Devices ETF position peaked at $7.02M in Q2 2019.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.