Cauble & Harre Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Cauble & Harre 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	$2.9M	Buy	+58,768	New	+$2.98M	2.33%	14

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

Cauble & Harre Wealth Management's IHI Position: Q2 2026 in Review

Cauble & Harre Wealth Management opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2026: 58,768 shares worth $2.9M. The stake represents 2.33% of the portfolio and ranks #14 among its holdings.

500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Cauble & Harre Wealth Management held 58,768 shares of iShares US Medical Devices ETF worth $2.9M as of Q2 2026.
iShares US Medical Devices ETF was a new Cauble & Harre Wealth Management position in Q2 2026.
iShares US Medical Devices ETF made up 2.33% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #14 holding.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.