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 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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

CoreCap Advisors's IHI Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 21% in Q2 2026, selling an estimated $6.6K and leaving 504 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

CoreCap Advisors first reported a position in IHI in Q4 2021 and has held it in 13 quarters since. The position peaked at $346K in Q4 2021. 65 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

CoreCap Advisors held 504 shares of iShares US Medical Devices ETF worth $24.9K as of Q2 2026.
CoreCap Advisors sold 130 iShares US Medical Devices ETF shares in Q2 2026, an estimated $6.6K.
iShares US Medical Devices ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1707 holding.
CoreCap Advisors first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's iShares US Medical Devices ETF position peaked at $346K in Q4 2021.
65 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.