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

Clearstead Trust’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	$168K	Hold	3,400	–	–	0.02%	207
2026 Q1	$181K	Hold	3,400	–	–	0.03%	193
2025 Q4	$211K	Hold	3,400	–	–	0.03%	188
2025 Q3	$204K	Hold	3,400	–	–	0.03%	180
2025 Q2	$213K	Hold	3,400	–	–	0.04%	167
2025 Q1	$205K	Hold	3,400	–	–	0.05%	150
2024 Q4	$198K	Hold	3,400	–	–	0.04%	151
2024 Q3	$201K	Hold	3,400	–	–	0.05%	136
2024 Q2	$191K	Hold	3,400	–	–	0.05%	135
2024 Q1	$199K	Hold	3,400	–	–	0.05%	134
2023 Q4	$183K	Hold	3,400	–	–	0.05%	160
2023 Q3	$165K	Hold	3,400	–	–	0.05%	138
2023 Q2	$184K	Hold	3,400	–	–	0.06%	134
2023 Q1	$184K	Hold	3,400	–	–	0.06%	142
2022 Q4	$179K	Hold	3,400	–	–	0.06%	142
2022 Q3	$160K	Hold	3,400	–	–	0.06%	146
2022 Q2	$171K	Buy	3,400 +1,870	+122%	+$102K	0.13%	84
2022 Q1	$271K	Sell	1,530 -2,382	-61%	-$142K	0.18%	73
2021 Q4	$258K	Hold	3,912	–	–	0.15%	82
2021 Q3	$246K	Hold	3,912	–	–	0.16%	79
2021 Q2	$235K	Hold	3,912	–	–	0.15%	83
2021 Q1	$215K	Hold	3,912	–	–	0.16%	80
2020 Q4	$213K	Hold	3,912	–	–	0.13%	95
2020 Q3	$195K	Hold	3,912	–	–	0.15%	85
2020 Q2	$173K	Hold	3,912	–	–	0.15%	90
2020 Q1	$147K	Hold	3,912	–	–	0.13%	94
2019 Q4	$172K	Hold	3,912	–	–	0.13%	100
2019 Q3	$161K	Hold	3,912	–	–	0.13%	98
2019 Q2	$157K	Sell	3,912 -288	-7%	-$10.9K	0.13%	100
2019 Q1	$163K	Hold	4,200	–	–	0.14%	100
2018 Q4	$140K	Buy	+4,200	New	+$145K	0.13%	106

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 Trust's IHI Position: Q2 2026 in Review

Clearstead Trust held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 3,400 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #207.

Clearstead Trust first reported a position in IHI in Q4 2018 and has held it in 31 quarters since. The position peaked at $271K in Q1 2022. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Clearstead Trust held 3,400 shares of iShares US Medical Devices ETF worth $168K as of Q2 2026.
Clearstead Trust left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up 0.02% of Clearstead Trust's portfolio in Q2 2026, its #207 holding.
Clearstead Trust first reported a position in iShares US Medical Devices ETF in Q4 2018 and has held it in 31 quarters since.
Clearstead Trust's iShares US Medical Devices ETF position peaked at $271K in Q1 2022.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

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