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Cassaday & Co Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Cassaday & Co 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 		$164K Hold
3,311
– – ﹤0.01% 387
2026
Q1 		$177K Buy
+3,311
New +$194K ﹤0.01% 358

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

Cassaday & Co Wealth Management's IHI Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 3,311 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Cassaday & Co Wealth Management first reported a position in IHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $177K in Q1 2026. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Cassaday & Co Wealth Management held 3,311 shares of iShares US Medical Devices ETF worth $164K as of Q2 2026.
  • Cassaday & Co Wealth Management left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
  • iShares US Medical Devices ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's iShares US Medical Devices ETF position peaked at $177K in Q1 2026.
  • 502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.