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

Axxcess 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	$3.85M	Buy	+77,986	New	+$3.96M	0.06%	272
2026 Q1	–	Sell	-49,613	Closed	-$3.08M	–	684
2025 Q4	$3.08M	Sell	49,613 -1,679	-3%	-$104K	0.05%	296
2025 Q3	$3.08M	Buy	51,292 +788	+2%	+$48.2K	0.07%	235
2025 Q2	$3.16M	Sell	50,504 -25,220	-33%	-$1.52M	0.07%	213
2025 Q1	$4.56M	Sell	75,724 -2,568	-3%	-$160K	0.12%	145
2024 Q4	$4.57M	Sell	78,292 -57	-0.1%	-$3.39K	0.11%	146
2024 Q3	$4.64M	Buy	78,349 +2,824	+4%	+$161K	0.11%	150
2024 Q2	$4.23M	Sell	75,525 -9,675	-11%	-$542K	0.11%	153
2024 Q1	$4.99M	Buy	85,200 +11,083	+15%	+$626K	0.14%	131
2023 Q4	$4M	Buy	74,117 +7,808	+12%	+$381K	0.12%	147
2023 Q3	$3.22M	Buy	66,309 +60,272	+998%	+$3.2M	0.11%	142
2023 Q2	$341K	Buy	+6,037	New	+$333K	0.02%	425

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

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

Axxcess Wealth Management opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2026: 77,986 shares worth $3.85M. The stake represents 0.06% of the portfolio and ranks #272 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IHI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IHI in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.99M in Q1 2024. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Axxcess Wealth Management held 77,986 shares of iShares US Medical Devices ETF worth $3.85M as of Q2 2026.
iShares US Medical Devices ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares US Medical Devices ETF made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #272 holding.
Axxcess Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2023 and has held it in 12 quarters since.
Axxcess Wealth Management's iShares US Medical Devices ETF position peaked at $4.99M in Q1 2024.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.