CPWL
IHI icon

Coquina Private Wealth LLC’s iShares US Medical Devices ETF IHI Stock Holding History

Coquina Private Wealth LLC’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 		– Sell
-4,014
Closed -$214K – 104
2026
Q1 		$214K Sell
4,014
-1,848
-32% -$109K 0.17% 91
2025
Q4 		$364K Buy
+5,862
New +$362K 0.29% 54

Other funds holding IHI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return

Coquina Private Wealth LLC's IHI Position: Q2 2026 in Review

Coquina Private Wealth LLC sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 4,014 shares — an estimated $214K sold.

Coquina Private Wealth LLC first reported a position in IHI in Q4 2025 and held it in 2 quarters. The position peaked at $364K in Q4 2025. 296 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Coquina Private Wealth LLC reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
  • Coquina Private Wealth LLC sold 4,014 iShares US Medical Devices ETF shares in Q2 2026, an estimated $214K.
  • Coquina Private Wealth LLC first reported a position in iShares US Medical Devices ETF in Q4 2025 and held it in 2 quarters.
  • Coquina Private Wealth LLC's iShares US Medical Devices ETF position peaked at $364K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.