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Connecticut Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Connecticut Wealth Management’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 		$626K Sell
12,678
-1,124
-8% -$57.1K 0.02% 211
2026
Q1 		$736K Sell
13,802
-81
-0.6% -$4.76K 0.03% 188
2025
Q4 		$863K Buy
13,883
+2,564
+23% +$158K 0.04% 171
2025
Q3 		$680K Buy
+11,319
New +$692K 0.03% 193

Other funds holding IHI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Connecticut Wealth Management's IHI Position: Q2 2026 in Review

Connecticut Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 8.1% in Q2 2026, selling an estimated $57.1K and leaving 12,678 shares worth $626K. The position accounts for 0.02% of the portfolio, ranked #211.

Connecticut Wealth Management first reported a position in IHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $863K in Q4 2025. 257 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Connecticut Wealth Management held 12,678 shares of iShares US Medical Devices ETF worth $626K as of Q2 2026.
  • Connecticut Wealth Management sold 1,124 iShares US Medical Devices ETF shares in Q2 2026, an estimated $57.1K.
  • iShares US Medical Devices ETF made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Connecticut Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2025 and has held it in 4 quarters since.
  • Connecticut Wealth Management's iShares US Medical Devices ETF position peaked at $863K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.