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Capital Analysts LLC’s iShares US Medical Devices ETF IHI Stock Holding History

Capital Analysts LLC’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 		$3.28M Sell
66,463
-4,148
-6% -$211K 0.08% 204
2026
Q1 		$3.77M Sell
70,611
-11,248
-14% -$661K 0.1% 174
2025
Q4 		$5.09M Buy
81,859
+2,331
+3% +$144K 0.14% 126
2025
Q3 		$4.78M Sell
79,528
-5,101
-6% -$312K 0.14% 130
2025
Q2 		$5.3M Sell
84,629
-513
-0.6% -$30.8K 0.18% 106
2025
Q1 		$5.13M Sell
85,142
-10,267
-11% -$638K 0.19% 98
2024
Q4 		$5.57M Sell
95,409
-505
-0.5% -$30K 0.22% 90
2024
Q3 		$5.68M Sell
95,914
-6,214
-6% -$355K 0.23% 87
2024
Q2 		$5.72M Buy
102,128
+133
+0.1% +$7.45K 0.25% 83
2024
Q1 		$5.98M Sell
101,995
-9,970
-9% -$563K 0.28% 78
2023
Q4 		$6.04M Sell
111,965
-1,617
-1% -$79K 0.3% 76
2023
Q3 		$5.51M Sell
113,582
-28,506
-20% -$1.52M 0.31% 77
2023
Q2 		$7.9M Sell
142,088
-2,373
-2% -$131K 0.44% 43
2023
Q1 		$7.8M Sell
144,461
-20,229
-12% -$1.08M 0.45% 45
2022
Q4 		$8.66M Buy
164,690
+2,656
+2% +$135K 0.53% 32
2022
Q3 		$7.64M Buy
162,034
+1,416
+0.9% +$73.5K 0.53% 33
2022
Q2 		$8.1M Sell
160,618
-2,057
-1% -$112K 0.56% 31
2022
Q1 		$9.92M Sell
162,675
-1,143
-0.7% -$68.1K 0.63% 24
2021
Q4 		$10.8M Sell
163,818
-448
-0.3% -$28.7K 0.65% 24
2021
Q3 		$10.3M Buy
164,266
+280
+0.2% +$17.9K 0.68% 24
2021
Q2 		$9.87M Sell
163,986
-504
-0.3% -$29.1K 0.66% 24
2021
Q1 		$9.06M Buy
+164,490
New +$9.12M 0.63% 23
2020
Q4 		– Sell
-510
Closed -$25K – 769
2020
Q3 		$25K Buy
+510
New +$24.7K ﹤0.01% 477

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

Capital Analysts LLC's IHI Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares US Medical Devices ETF (IHI) stake by 5.9% in Q2 2026, selling an estimated $211K and leaving 66,463 shares worth $3.28M. The position accounts for 0.08% of the portfolio, ranked #204.

Capital Analysts LLC first reported a position in IHI in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.8M in Q4 2021. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Capital Analysts LLC held 66,463 shares of iShares US Medical Devices ETF worth $3.28M as of Q2 2026.
  • Capital Analysts LLC sold 4,148 iShares US Medical Devices ETF shares in Q2 2026, an estimated $211K.
  • iShares US Medical Devices ETF made up 0.08% of Capital Analysts LLC's portfolio in Q2 2026, its #204 holding.
  • Capital Analysts LLC first reported a position in iShares US Medical Devices ETF in Q3 2020 and has held it in 23 quarters since.
  • Capital Analysts LLC's iShares US Medical Devices ETF position peaked at $10.8M in Q4 2021.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.