Cape Investment Advisory’s iShares US Medical Devices ETF IHI Stock Holding History

Cape Investment Advisory’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	$1.48K	Buy	+30	New	+$1.52K	﹤0.01%	1283
2026 Q1	–	Sell	-30	Closed	-$1.86K	–	668
2025 Q4	$1.86K	Hold	30	–	–	﹤0.01%	1118
2025 Q3	$1.8K	Hold	30	–	–	﹤0.01%	690
2025 Q2	$1.88K	Hold	30	–	–	﹤0.01%	950
2025 Q1	$1.81K	Hold	30	–	–	﹤0.01%	905
2024 Q4	$1.75K	Hold	30	–	–	﹤0.01%	896
2024 Q3	$1.78K	Hold	30	–	–	﹤0.01%	838
2024 Q2	$1.68K	Hold	30	–	–	﹤0.01%	803
2024 Q1	$1.76K	Sell	30 -365	-92%	-$20.6K	﹤0.01%	782
2023 Q4	$21.3K	Buy	395 +365	+1,217%	+$17.8K	0.01%	520
2023 Q3	$1.46K	Hold	30	–	–	﹤0.01%	812
2023 Q2	$1.69K	Hold	30	–	–	﹤0.01%	790
2023 Q1	$1.62K	Buy	+30	New	+$1.6K	﹤0.01%	834

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

Cape Investment Advisory's IHI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2026: 30 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IHI as recently as Q4 2025.

Cape Investment Advisory first reported a position in IHI in Q1 2023 and has held it in 13 quarters since. The position peaked at $21.3K in Q4 2023. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Cape Investment Advisory held 30 shares of iShares US Medical Devices ETF worth $1.48K as of Q2 2026.
iShares US Medical Devices ETF was a new Cape Investment Advisory position in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1283 holding.
Cape Investment Advisory first reported a position in iShares US Medical Devices ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's iShares US Medical Devices ETF position peaked at $21.3K in Q4 2023.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.