Concurrent Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Concurrent Investment 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	$741K	Buy	14,993 +2,178	+17%	+$111K	0.01%	1170
2026 Q1	$684K	Sell	12,815 -2,996	-19%	-$176K	0.01%	1068
2025 Q4	$983K	Buy	15,811 +4,524	+40%	+$279K	0.01%	839
2025 Q3	$678K	Sell	11,287 -813	-7%	-$49.7K	0.01%	788
2025 Q2	$758K	Sell	12,100 -6	-0%	-$361	0.01%	688
2025 Q1	$729K	Buy	12,106 +1,399	+13%	+$86.9K	0.02%	637
2024 Q4	$625K	Buy	10,707 +2,130	+25%	+$127K	0.02%	619
2024 Q3	$508K	Sell	8,577 -518	-6%	-$29.6K	0.02%	616
2024 Q2	$510K	Sell	9,095 -292	-3%	-$16.3K	0.02%	581
2024 Q1	$550K	Sell	9,387 -835	-8%	-$47.2K	0.02%	522
2023 Q4	$552K	Buy	+10,222	New	+$499K	0.03%	475

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

Concurrent Investment Advisors's IHI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares US Medical Devices ETF (IHI) stake by 17% in Q2 2026, buying an estimated $111K and bringing the position to 14,993 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #1170.

Concurrent Investment Advisors first reported a position in IHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $983K in Q4 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Concurrent Investment Advisors held 14,993 shares of iShares US Medical Devices ETF worth $741K as of Q2 2026.
Concurrent Investment Advisors bought 2,178 iShares US Medical Devices ETF shares in Q2 2026, an estimated $111K.
iShares US Medical Devices ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1170 holding.
Concurrent Investment Advisors first reported a position in iShares US Medical Devices ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's iShares US Medical Devices ETF position peaked at $983K in Q4 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.