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Beacon Pointe Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Beacon Pointe 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 		$599K Buy
12,127
+608
+5% +$30.9K ﹤0.01% 1252
2026
Q1 		$615K Sell
11,519
-1,901
-14% -$112K ﹤0.01% 1204
2025
Q4 		$834K Buy
13,420
+1,690
+14% +$104K 0.01% 891
2025
Q3 		$705K Buy
11,730
+4,888
+71% +$299K 0.01% 894
2025
Q2 		$429K Sell
6,842
-566
-8% -$34K ﹤0.01% 926
2025
Q1 		$446K Buy
7,408
+3
+0% +$186 0.01% 880
2024
Q4 		$432K Sell
7,405
-2,596
-26% -$154K ﹤0.01% 875
2024
Q3 		$592K Buy
10,001
+546
+6% +$31.2K 0.01% 791
2024
Q2 		$530K Sell
9,455
-294
-3% -$16.5K 0.01% 847
2024
Q1 		$571K Sell
9,749
-1,084
-10% -$61.2K 0.01% 865
2023
Q4 		$585K Sell
10,833
-2,057
-16% -$100K 0.01% 846
2023
Q3 		$625K Sell
12,890
-1,414
-10% -$75.2K 0.01% 790
2023
Q2 		$808K Buy
14,304
+2,427
+20% +$134K 0.01% 580
2023
Q1 		$641K Sell
11,877
-2,598
-18% -$138K 0.01% 680
2022
Q4 		$761K Buy
14,475
+1,674
+13% +$85K 0.01% 574
2022
Q3 		$602K Sell
12,801
-740
-5% -$38.4K 0.01% 585
2022
Q2 		$682K Sell
13,541
-3,386
-20% -$185K 0.01% 569
2022
Q1 		$1.03M Buy
16,927
+1,866
+12% +$111K 0.01% 609
2021
Q4 		$992K Buy
15,061
+2,370
+19% +$152K 0.03% 381
2021
Q3 		$797K Buy
+12,691
New +$810K 0.02% 447

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beacon Pointe Advisors's IHI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares US Medical Devices ETF (IHI) stake by 5.3% in Q2 2026, buying an estimated $30.9K and bringing the position to 12,127 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Beacon Pointe Advisors first reported a position in IHI in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.03M in Q1 2022. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Beacon Pointe Advisors held 12,127 shares of iShares US Medical Devices ETF worth $599K as of Q2 2026.
  • Beacon Pointe Advisors bought 608 iShares US Medical Devices ETF shares in Q2 2026, an estimated $30.9K.
  • iShares US Medical Devices ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1252 holding.
  • Beacon Pointe Advisors first reported a position in iShares US Medical Devices ETF in Q3 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's iShares US Medical Devices ETF position peaked at $1.03M in Q1 2022.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.