Chicago Partners Investment Group’s iShares US Medical Devices ETF IHI Stock Holding History

Chicago Partners Investment Group’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	$2.18M	Sell	44,153 -4,323	-9%	-$219K	0.04%	335
2026 Q1	$2.58M	Sell	48,476 -1,637	-3%	-$96.1K	0.06%	271
2025 Q4	$3.02M	Buy	50,113 +2,520	+5%	+$156K	0.07%	224
2025 Q3	$2.94M	Sell	47,593 -525	-1%	-$32.1K	0.08%	218
2025 Q2	$2.94M	Sell	48,118 -475	-1%	-$28.5K	0.08%	203
2025 Q1	$2.94M	Buy	48,593 +41,905	+627%	+$2.6M	0.1%	186
2024 Q4	$404K	Hold	6,688	–	–	0.01%	566
2024 Q3	$398K	Hold	6,688	–	–	0.01%	545
2024 Q2	$366K	Hold	6,688	–	–	0.01%	542
2024 Q1	$371K	Hold	6,688	–	–	0.02%	516
2023 Q4	$364K	Sell	6,688 -175	-3%	-$8.55K	0.02%	496
2023 Q3	$316K	Hold	6,863	–	–	0.02%	498
2023 Q2	$377K	Buy	+6,863	New	+$378K	0.02%	480
2022 Q1	–	Sell	-3,436	Closed	-$200K	–	585
2021 Q4	$200K	Hold	3,436	–	–	0.01%	531
2021 Q3	$222K	Sell	3,436 -17,192	-83%	-$1.1M	0.02%	521
2021 Q2	$214K	Buy	20,628 +17,190	+500%	+$994K	0.02%	492
2021 Q1	$207K	Buy	+3,438	New	+$191K	0.02%	483
2018 Q4	–	Sell	-270	Closed	-$9K	–	609
2018 Q3	$9K	Hold	270	–	–	﹤0.01%	842
2018 Q2	$9K	Hold	270	–	–	﹤0.01%	819
2018 Q1	$8K	Hold	270	–	–	﹤0.01%	807
2017 Q4	$8K	Hold	270	–	–	﹤0.01%	774
2017 Q3	$8K	Buy	+270	New	+$7.47K	﹤0.01%	808

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

Chicago Partners Investment Group's IHI Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares US Medical Devices ETF (IHI) stake by 8.9% in Q2 2026, selling an estimated $219K and leaving 44,153 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #335.

Chicago Partners Investment Group first reported a position in IHI in Q3 2017 and has held it in 22 quarters since. The position peaked at $3.02M in Q4 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Chicago Partners Investment Group held 44,153 shares of iShares US Medical Devices ETF worth $2.18M as of Q2 2026.
Chicago Partners Investment Group sold 4,323 iShares US Medical Devices ETF shares in Q2 2026, an estimated $219K.
iShares US Medical Devices ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #335 holding.
Chicago Partners Investment Group first reported a position in iShares US Medical Devices ETF in Q3 2017 and has held it in 22 quarters since.
Chicago Partners Investment Group's iShares US Medical Devices ETF position peaked at $3.02M in Q4 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.