Client 1st Advisory Group’s iShares US Medical Devices ETF IHI Stock Holding History

Client 1st Advisory 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	$245K	Hold	4,950	–	–	0.06%	128
2026 Q1	$264K	Sell	4,950 -594	-11%	-$34.9K	0.08%	113
2025 Q4	$345K	Hold	5,544	–	–	0.11%	92
2025 Q3	$333K	Sell	5,544 -120	-2%	-$7.34K	0.11%	93
2025 Q2	$355K	Sell	5,664 -12	-0.2%	-$721	0.13%	85
2025 Q1	$342K	Hold	5,676	–	–	0.13%	83
2024 Q4	$331K	Sell	5,676 -672	-11%	-$39.9K	0.13%	89
2024 Q3	$376K	Hold	6,348	–	–	0.15%	76
2024 Q2	$356K	Sell	6,348 -186	-3%	-$10.4K	0.15%	74
2024 Q1	$383K	Sell	6,534 -404	-6%	-$22.8K	0.17%	69
2023 Q4	$374K	Sell	6,938 -10	-0.1%	-$488	0.18%	67
2023 Q3	$337K	Sell	6,948 -1,741	-20%	-$92.6K	0.18%	69
2023 Q2	$491K	Sell	8,689 -424	-5%	-$23.4K	0.26%	51
2023 Q1	$492K	Sell	9,113 -638	-7%	-$34K	0.27%	49
2022 Q4	$513K	Sell	9,751 -2,184	-18%	-$111K	0.3%	45
2022 Q3	$563K	Sell	11,935 -299	-2%	-$15.5K	0.35%	38
2022 Q2	$617K	Sell	12,234 -2,119	-15%	-$115K	0.37%	36
2022 Q1	$875K	Sell	14,353 -1,181	-8%	-$70.4K	0.43%	37
2021 Q4	$1.02M	Sell	15,534 -2,184	-12%	-$140K	0.5%	33
2021 Q3	$1.11M	Sell	17,718 -6,390	-27%	-$408K	0.57%	27
2021 Q2	$1.45M	Sell	24,108 -34,098	-59%	-$1.97M	0.75%	27
2021 Q1	$3.21M	Sell	58,206 -2,412	-4%	-$134K	1.84%	17
2020 Q4	$3.37M	Buy	60,618 +1,644	+3%	+$85.9K	2.19%	16
2020 Q3	$3.13M	Buy	58,974 +9,462	+19%	+$458K	2.2%	16
2020 Q2	$2.41M	Buy	+49,512	New	+$2.12M	2%	16

Other funds holding IHI

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Client 1st Advisory Group's IHI Position: Q2 2026 in Review

Client 1st Advisory Group held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 4,950 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #128.

Client 1st Advisory Group first reported a position in IHI in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.37M in Q4 2020. 81 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Client 1st Advisory Group held 4,950 shares of iShares US Medical Devices ETF worth $245K as of Q2 2026.
Client 1st Advisory Group left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up 0.06% of Client 1st Advisory Group's portfolio in Q2 2026, its #128 holding.
Client 1st Advisory Group first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 25 quarters since.
Client 1st Advisory Group's iShares US Medical Devices ETF position peaked at $3.37M in Q4 2020.
81 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.