Catherine Avery Investment Management’s iShares US Medical Devices ETF IHI Stock Holding History

Catherine Avery Investment 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	$54.9K	Hold	1,112	–	–	0.02%	78
2026 Q1	$59.3K	Hold	1,112	–	–	0.03%	70
2025 Q4	$69.1K	Hold	1,112	–	–	0.04%	68
2025 Q3	$66.8K	Hold	1,112	–	–	0.04%	64
2025 Q2	$69.7K	Hold	1,112	–	–	0.05%	60
2025 Q1	$66.9K	Hold	1,112	–	–	0.06%	63
2024 Q4	$64.9K	Buy	+1,112	New	+$66.1K	0.06%	57

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

Catherine Avery Investment Management's IHI Position: Q2 2026 in Review

Catherine Avery Investment Management held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 1,112 shares worth $54.9K. The position accounts for 0.02% of the portfolio, ranked #78.

Catherine Avery Investment Management first reported a position in IHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $69.7K in Q2 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Catherine Avery Investment Management held 1,112 shares of iShares US Medical Devices ETF worth $54.9K as of Q2 2026.
Catherine Avery Investment Management left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up 0.02% of Catherine Avery Investment Management's portfolio in Q2 2026, its #78 holding.
Catherine Avery Investment Management first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 7 quarters since.
Catherine Avery Investment Management's iShares US Medical Devices ETF position peaked at $69.7K in Q2 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.