Cornerstone Advisory’s iShares US Medical Devices ETF IHI Stock Holding History

Cornerstone Advisory’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	$579K	Buy	11,716 +101	+0.9%	+$5.13K	0.05%	150
2026 Q1	$620K	Hold	11,615	–	–	0.06%	138
2025 Q4	$722K	Buy	11,615 +1	+0%	+$62	0.07%	117
2025 Q3	$698K	Buy	11,614 +1	+0%	+$61	0.07%	120
2025 Q2	$727K	Hold	11,613	–	–	0.08%	120
2025 Q1	$695K	Buy	11,613 +1	+0%	+$62	0.08%	122
2024 Q4	$747K	Buy	11,612 +1	+0%	+$59	0.08%	108
2024 Q3	$688K	Buy	11,611 +1,001	+9%	+$57.2K	0.09%	107
2024 Q2	$595K	Buy	10,610 +1,000	+10%	+$56K	0.08%	115
2024 Q1	$563K	Hold	9,610	–	–	0.08%	134
2023 Q4	$519K	Buy	9,610 +3	+0%	+$147	0.08%	137
2023 Q3	$466K	Hold	9,607	–	–	0.08%	132
2023 Q2	$542K	Buy	9,607 +1	+0%	+$55	0.1%	127
2023 Q1	$519K	Hold	9,606	–	–	0.09%	129
2022 Q4	$505K	Buy	9,606 +3,606	+60%	+$183K	0.1%	126
2022 Q3	$283K	Hold	6,000	–	–	0.06%	157
2022 Q2	$303K	Sell	6,000 -7,206	-55%	-$393K	0.07%	150
2022 Q1	$805K	Hold	13,206	–	–	0.12%	128
2021 Q4	$869K	Buy	13,206 +2	+0%	+$128	0.12%	126
2021 Q3	$829K	Buy	13,204 +4	+0%	+$255	0.14%	123
2021 Q2	$795K	Buy	13,200 +3,600	+38%	+$208K	0.13%	123
2021 Q1	$529K	Hold	9,600	–	–	0.1%	148
2020 Q4	$524K	Hold	9,600	–	–	0.11%	144
2020 Q3	$479K	Hold	9,600	–	–	0.11%	126
2020 Q2	$424K	Buy	9,600 +1,200	+14%	+$51.3K	0.11%	125
2020 Q1	$315K	Buy	+8,400	New	+$354K	0.1%	122

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

Cornerstone Advisory's IHI Position: Q2 2026 in Review

Cornerstone Advisory increased its iShares US Medical Devices ETF (IHI) stake by 0.87% in Q2 2026, buying an estimated $5.13K and bringing the position to 11,716 shares worth $579K. The position accounts for 0.05% of the portfolio, ranked #150.

Cornerstone Advisory first reported a position in IHI in Q1 2020 and has held it in 26 quarters since. The position peaked at $869K in Q4 2021. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Cornerstone Advisory held 11,716 shares of iShares US Medical Devices ETF worth $579K as of Q2 2026.
Cornerstone Advisory bought 101 iShares US Medical Devices ETF shares in Q2 2026, an estimated $5.13K.
iShares US Medical Devices ETF made up 0.05% of Cornerstone Advisory's portfolio in Q2 2026, its #150 holding.
Cornerstone Advisory first reported a position in iShares US Medical Devices ETF in Q1 2020 and has held it in 26 quarters since.
Cornerstone Advisory's iShares US Medical Devices ETF position peaked at $869K in Q4 2021.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.