Concord Investment Counsel’s iShares US Medical Devices ETF IHI Stock Holding History

Concord Investment Counsel’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	$2.09M	Sell	42,288 -149	-0.4%	-$7.56K	0.57%	31
2026 Q1	$2.26M	Sell	42,437 -412	-1%	-$24.2K	0.76%	28
2025 Q4	$2.66M	Sell	42,849 -1,601	-4%	-$98.8K	0.86%	27
2025 Q3	$2.67M	Buy	+44,450	New	+$2.72M	0.85%	27
2024 Q1	$3.13M	Buy	+53,493	New	+$3.02M	1.13%	25

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

Concord Investment Counsel's IHI Position: Q2 2026 in Review

Concord Investment Counsel reduced its iShares US Medical Devices ETF (IHI) stake by 0.35% in Q2 2026, selling an estimated $7.56K and leaving 42,288 shares worth $2.09M. The position accounts for 0.57% of the portfolio, ranked #31.

Concord Investment Counsel first reported a position in IHI in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.13M in Q1 2024. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Concord Investment Counsel held 42,288 shares of iShares US Medical Devices ETF worth $2.09M as of Q2 2026.
Concord Investment Counsel sold 149 iShares US Medical Devices ETF shares in Q2 2026, an estimated $7.56K.
iShares US Medical Devices ETF made up 0.57% of Concord Investment Counsel's portfolio in Q2 2026, its #31 holding.
Concord Investment Counsel first reported a position in iShares US Medical Devices ETF in Q1 2024 and has held it in 5 quarters since.
Concord Investment Counsel's iShares US Medical Devices ETF position peaked at $3.13M in Q1 2024.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.