Comprehensive Financial Planning’s iShares US Medical Devices ETF IHI Stock Holding History

Comprehensive Financial Planning’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	$14.8K	Sell	299 -91	-23%	-$4.62K	0.01%	263
2026 Q1	$20.8K	Sell	390 -129	-25%	-$7.58K	0.01%	216
2025 Q4	$32.3K	Hold	519	–	–	0.02%	188
2025 Q3	$31.2K	Sell	519 -48	-8%	-$2.94K	0.02%	188
2025 Q2	$35.5K	Buy	567 +1	+0.2%	+$60	0.03%	169
2025 Q1	$34.1K	Hold	566	–	–	0.03%	156
2024 Q4	$33K	Buy	+566	New	+$33.6K	0.03%	179

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

Comprehensive Financial Planning's IHI Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its iShares US Medical Devices ETF (IHI) stake by 23% in Q2 2026, selling an estimated $4.62K and leaving 299 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #263.

Comprehensive Financial Planning first reported a position in IHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.5K in Q2 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Comprehensive Financial Planning held 299 shares of iShares US Medical Devices ETF worth $14.8K as of Q2 2026.
Comprehensive Financial Planning sold 91 iShares US Medical Devices ETF shares in Q2 2026, an estimated $4.62K.
iShares US Medical Devices ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #263 holding.
Comprehensive Financial Planning first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares US Medical Devices ETF position peaked at $35.5K in Q2 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.