Concord Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Concord Wealth Partners’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	$95.9K	Buy	+1,941	New	+$98.5K	0.01%	292
2026 Q1	–	Sell	-1,936	Closed	-$120K	–	474
2025 Q4	$120K	Buy	1,936 +2	+0.1%	+$123	0.02%	236
2025 Q3	$116K	Buy	1,934 +2	+0.1%	+$122	0.02%	245
2025 Q2	$121K	Buy	1,932 +1	+0.1%	+$60	0.02%	251
2025 Q1	$116K	Buy	1,931 +2	+0.1%	+$124	0.02%	227
2024 Q4	$113K	Sell	1,929 -227	-11%	-$13.5K	0.02%	242
2024 Q3	$128K	Buy	2,156 +173	+9%	+$9.88K	0.02%	243
2024 Q2	$111K	Buy	1,983 +62	+3%	+$3.47K	0.02%	235
2024 Q1	$113K	Buy	1,921 +1	+0.1%	+$56	0.02%	261
2023 Q4	$104K	Buy	1,920 +8	+0.4%	+$391	0.02%	273
2023 Q3	$92.8K	Sell	1,912 -318	-14%	-$16.9K	0.02%	295
2023 Q2	$126K	Buy	2,230 +1	+0%	+$55	0.03%	247
2023 Q1	$120K	Buy	2,229 +1	+0%	+$53	0.03%	226
2022 Q4	$117K	Buy	+2,228	New	+$113K	0.04%	224
2022 Q3	–	Sell	-3,013	Closed	-$152K	–	610
2022 Q2	$152K	Buy	3,013 +2	+0.1%	+$109	0.04%	195
2022 Q1	$184K	Hold	3,011	–	–	0.05%	190
2021 Q4	$198K	Buy	3,011 +2,159	+253%	+$138K	0.05%	192
2021 Q3	$53K	Sell	852 -1,050	-55%	-$67K	0.02%	213
2021 Q2	$114K	Sell	1,902 -1,020	-35%	-$59K	0.03%	215
2021 Q1	$161K	Sell	2,922 -28,380	-91%	-$1.57M	0.05%	150
2020 Q4	$1.71M	Buy	+31,302	New	+$1.64M	1.32%	12

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 Wealth Partners's IHI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2026: 1,941 shares worth $95.9K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IHI as recently as Q4 2025.

Concord Wealth Partners first reported a position in IHI in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.71M in Q4 2020. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Concord Wealth Partners held 1,941 shares of iShares US Medical Devices ETF worth $95.9K as of Q2 2026.
iShares US Medical Devices ETF was a new Concord Wealth Partners position in Q2 2026.
iShares US Medical Devices ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #292 holding.
Concord Wealth Partners first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's iShares US Medical Devices ETF position peaked at $1.71M in Q4 2020.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.