Certified Advisory Corp’s iShares US Medical Devices ETF IHI Stock Holding History

Certified Advisory Corp’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	$2.1M	Sell	42,418 -89,251	-68%	-$4.53M	0.17%	120
2026 Q1	$7.02M	Sell	131,669 -5,214	-4%	-$306K	0.63%	49
2025 Q4	$8.51M	Sell	136,883 -891	-0.6%	-$55K	0.78%	40
2025 Q3	$8.28M	Buy	137,774 +5,438	+4%	+$333K	0.79%	41
2025 Q2	$8.29M	Sell	132,336 -2,286	-2%	-$137K	0.86%	36
2025 Q1	$8.1M	Sell	134,622 -1,750	-1%	-$109K	0.92%	35
2024 Q4	$7.96M	Sell	136,372 -2,285	-2%	-$136K	0.86%	36
2024 Q3	$8.21M	Sell	138,657 -2,251	-2%	-$129K	0.91%	36
2024 Q2	$7.9M	Buy	140,908 +287	+0.2%	+$16.1K	0.99%	28
2024 Q1	$8.24M	Buy	140,621 +3,319	+2%	+$187K	1.15%	20
2023 Q4	$7.41M	Sell	137,302 -716	-0.5%	-$35K	1.12%	21
2023 Q3	$6.69M	Buy	138,018 +583	+0.4%	+$31K	1.23%	19
2023 Q2	$7.76M	Sell	137,435 -765	-0.6%	-$42.1K	1.43%	14
2023 Q1	$7.46M	Buy	138,200 +22,092	+19%	+$1.18M	1.33%	18
2022 Q4	$6.1M	Buy	116,108 +3,661	+3%	+$186K	1.21%	20
2022 Q3	$5.3M	Buy	112,447 +2,478	+2%	+$129K	1.21%	18
2022 Q2	$5.55M	Buy	109,969 +9,012	+9%	+$491K	1.24%	22
2022 Q1	$6.15M	Buy	100,957 +10,402	+11%	+$620K	1.31%	16
2021 Q4	$5.96M	Buy	90,555 +6,037	+7%	+$386K	1.32%	15
2021 Q3	$5.31M	Buy	84,518 +20,426	+32%	+$1.3M	1.29%	17
2021 Q2	$3.86M	Buy	64,092 +12,798	+25%	+$740K	0.97%	25
2021 Q1	$2.82M	Buy	+51,294	New	+$2.84M	0.73%	34
2020 Q2	$546K	Buy	12,378 +10,206	+470%	+$436K	0.18%	117
2020 Q1	$82K	Buy	2,172 +1,386	+176%	+$58.4K	0.03%	228
2019 Q4	$35K	Hold	786	–	–	0.01%	369
2019 Q3	$32K	Buy	+786	New	+$32.2K	0.01%	386

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

Certified Advisory Corp's IHI Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares US Medical Devices ETF (IHI) stake by 68% in Q2 2026, selling an estimated $4.53M and leaving 42,418 shares worth $2.1M. The position accounts for 0.17% of the portfolio, ranked #120.

Certified Advisory Corp first reported a position in IHI in Q3 2019 and has held it in 26 quarters since. The position peaked at $8.51M in Q4 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Certified Advisory Corp held 42,418 shares of iShares US Medical Devices ETF worth $2.1M as of Q2 2026.
Certified Advisory Corp sold 89,251 iShares US Medical Devices ETF shares in Q2 2026, an estimated $4.53M.
iShares US Medical Devices ETF made up 0.17% of Certified Advisory Corp's portfolio in Q2 2026, its #120 holding.
Certified Advisory Corp first reported a position in iShares US Medical Devices ETF in Q3 2019 and has held it in 26 quarters since.
Certified Advisory Corp's iShares US Medical Devices ETF position peaked at $8.51M in Q4 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.