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

CoreCap 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 Q3	$28K	Buy	546 +42	+8%	+$2.22K	﹤0.01%	1650
2026 Q2	$24.9K	Sell	504 -130	-21%	-$6.6K	﹤0.01%	1707
2026 Q1	$33.8K	Sell	634 -50	-7%	-$2.94K	﹤0.01%	1474
2025 Q4	$42.5K	Sell	684 -8	-1%	-$494	﹤0.01%	1400
2025 Q3	$41.6K	Hold	692	–	–	﹤0.01%	1396
2025 Q2	$43.4K	Hold	692	–	–	﹤0.01%	1312
2025 Q1	$41.7K	Buy	692 +4	+0.6%	+$248	﹤0.01%	1251
2024 Q4	$40.1K	Buy	688 +10	+1%	+$594	﹤0.01%	1279
2024 Q3	$40.1K	Buy	+678	New	+$38.7K	﹤0.01%	1286
2024 Q2	–	Sell	-2,004	Closed	-$117K	–	2069
2024 Q1	$117K	Buy	+2,004	New	+$113K	0.01%	782
2022 Q4	$190K	Buy	+3,608	New	+$183K	0.01%	549
2022 Q3	–	Sell	-3,483	Closed	-$176K	–	1256
2022 Q2	$176K	Sell	3,483 -1,290	-27%	-$70.3K	0.01%	547
2022 Q1	$291K	Sell	4,773 -479	-9%	-$28.6K	0.02%	413
2021 Q4	$346K	Buy	+5,252	New	+$336K	0.02%	416

Other funds holding IHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Valicenti Advisory Services Elmira, New York $531M AUM 36.36% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

CoreCap Advisors's IHI Position: Q3 2026 in Review

CoreCap Advisors increased its iShares US Medical Devices ETF (IHI) stake by 8.3% in Q3 2026, buying an estimated $2.22K and bringing the position to 546 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

CoreCap Advisors first reported a position in IHI in Q4 2021 and has held it in 14 quarters since. The position peaked at $346K in Q4 2021. 120 funds tracked by Wall St. Rank hold IHI as of Q3 2026.

CoreCap Advisors held 546 shares of iShares US Medical Devices ETF worth $28K as of Q3 2026.
CoreCap Advisors bought 42 iShares US Medical Devices ETF shares in Q3 2026, an estimated $2.22K.
iShares US Medical Devices ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1650 holding.
CoreCap Advisors first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's iShares US Medical Devices ETF position peaked at $346K in Q4 2021.
120 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.