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

Colonial Trust 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	$22.8K	Buy	461 +1	+0.2%	+$51	﹤0.01%	465
2026 Q1	$24.6K	Hold	460	–	–	﹤0.01%	426
2025 Q4	$28.6K	Hold	460	–	–	﹤0.01%	409
2025 Q3	$27.6K	Sell	460 -302	-40%	-$18.5K	﹤0.01%	401
2025 Q2	$47.7K	Buy	762 +1	+0.1%	+$60	﹤0.01%	342
2025 Q1	$45.8K	Hold	761	–	–	﹤0.01%	349
2024 Q4	$44.4K	Buy	761 +527	+225%	+$31.3K	﹤0.01%	326
2024 Q3	$13.9K	Hold	234	–	–	﹤0.01%	495
2024 Q2	$13.1K	Sell	234 -613	-72%	-$34.3K	﹤0.01%	488
2024 Q1	$49.6K	Buy	847 +1	+0.1%	+$56	﹤0.01%	325
2023 Q4	$45.7K	Buy	846 +2	+0.2%	+$98	﹤0.01%	326
2023 Q3	$40.9K	Hold	844	–	–	﹤0.01%	347
2023 Q2	$47.6K	Buy	844 +1	+0.1%	+$55	0.01%	339
2023 Q1	$45.5K	Hold	843	–	–	0.01%	342
2022 Q4	$44.3K	Buy	+843	New	+$42.8K	0.01%	343

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

Colonial Trust Advisors's IHI Position: Q2 2026 in Review

Colonial Trust Advisors increased its iShares US Medical Devices ETF (IHI) stake by 0.22% in Q2 2026, buying an estimated $51 and bringing the position to 461 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Colonial Trust Advisors first reported a position in IHI in Q4 2022 and has held it in 15 quarters since. The position peaked at $49.6K in Q1 2024. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Colonial Trust Advisors held 461 shares of iShares US Medical Devices ETF worth $22.8K as of Q2 2026.
Colonial Trust Advisors bought 1 iShares US Medical Devices ETF share in Q2 2026, an estimated $51.
iShares US Medical Devices ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #465 holding.
Colonial Trust Advisors first reported a position in iShares US Medical Devices ETF in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's iShares US Medical Devices ETF position peaked at $49.6K in Q1 2024.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.