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

Capital Advisors Ltd’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	$11K	Hold	222	–	–	﹤0.01%	839
2026 Q1	$12K	Buy	+222	New	+$13K	﹤0.01%	790
2022 Q2	–	Sell	-220	Closed	-$13K	–	1146
2022 Q1	$13K	Hold	220	–	–	﹤0.01%	489
2021 Q4	$14K	Buy	220 +112	+104%	+$7.17K	﹤0.01%	474
2021 Q3	$7K	Hold	108	–	–	﹤0.01%	450
2021 Q2	$7K	Hold	108	–	–	﹤0.01%	431
2021 Q1	$6K	Sell	108 -1,152	-91%	-$63.9K	﹤0.01%	440
2020 Q4	$18K	Buy	1,260 +1,152	+1,067%	+$60.2K	﹤0.01%	350
2020 Q3	$5K	Hold	108	–	–	﹤0.01%	415
2020 Q2	$5K	Hold	108	–	–	﹤0.01%	408
2020 Q1	$4K	Buy	+108	New	+$4.55K	﹤0.01%	418

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

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

Capital Advisors Ltd held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 222 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Capital Advisors Ltd first reported a position in IHI in Q1 2020 and has held it in 11 quarters since. The position peaked at $18K in Q4 2020. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Capital Advisors Ltd held 222 shares of iShares US Medical Devices ETF worth $11K as of Q2 2026.
Capital Advisors Ltd left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #839 holding.
Capital Advisors Ltd first reported a position in iShares US Medical Devices ETF in Q1 2020 and has held it in 11 quarters since.
Capital Advisors Ltd's iShares US Medical Devices ETF position peaked at $18K in Q4 2020.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.