Clearstead Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Clearstead Advisors’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	$31.3K	Hold	633	–	–	﹤0.01%	1652
2026 Q1	$33.8K	Hold	633	–	–	﹤0.01%	1352
2025 Q4	$39.3K	Hold	633	–	–	﹤0.01%	1498
2025 Q3	$38K	Hold	633	–	–	﹤0.01%	1369
2025 Q2	$39.7K	Hold	633	–	–	﹤0.01%	1359
2025 Q1	$38.1K	Hold	633	–	–	﹤0.01%	1245
2024 Q4	$36.9K	Hold	633	–	–	﹤0.01%	1233
2024 Q3	$37.5K	Hold	633	–	–	﹤0.01%	1269
2024 Q2	$35.5K	Sell	633 -201	-24%	-$11.3K	﹤0.01%	1246
2024 Q1	$46.2K	Buy	834 +201	+32%	+$11.4K	﹤0.01%	781
2023 Q4	$34.2K	Sell	633 -50	-7%	-$2.44K	﹤0.01%	834
2023 Q3	$33.1K	Sell	683 -1,110	-62%	-$59K	﹤0.01%	797
2023 Q2	$101K	Sell	1,793 -1,057	-37%	-$58.2K	0.01%	575
2023 Q1	$154K	Buy	2,850 +163	+6%	+$8.68K	0.01%	434
2022 Q4	$141K	Sell	2,687 -59	-2%	-$2.99K	0.01%	428
2022 Q3	$130K	Buy	2,746 +3	+0.1%	+$156	0.01%	423
2022 Q2	$138K	Sell	2,743 -2,973	-52%	-$162K	0.01%	437
2022 Q1	$348K	Buy	5,716 +1,052	+23%	+$62.7K	0.02%	321
2021 Q4	$307K	Buy	4,664 +4	+0.1%	+$256	0.02%	323
2021 Q3	$293K	Buy	4,660 +1,630	+54%	+$104K	0.02%	314
2021 Q2	$182K	Buy	3,030 +6	+0.2%	+$347	0.01%	359
2021 Q1	$167K	Hold	3,024	–	–	0.01%	357
2020 Q4	$165K	Hold	3,024	–	–	0.02%	344
2020 Q3	$151K	Buy	+3,024	New	+$146K	0.02%	313

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

Clearstead Advisors's IHI Position: Q2 2026 in Review

Clearstead Advisors held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 633 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Clearstead Advisors first reported a position in IHI in Q3 2020 and has held it in 24 quarters since. The position peaked at $348K in Q1 2022. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Clearstead Advisors held 633 shares of iShares US Medical Devices ETF worth $31.3K as of Q2 2026.
Clearstead Advisors left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1652 holding.
Clearstead Advisors first reported a position in iShares US Medical Devices ETF in Q3 2020 and has held it in 24 quarters since.
Clearstead Advisors's iShares US Medical Devices ETF position peaked at $348K in Q1 2022.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.