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

Cornerstone 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	$1.03M	Sell	20,915 -529	-2%	-$26.9K	0.04%	332
2026 Q1	$1.14M	Sell	21,444 -899	-4%	-$52.8K	0.06%	291
2025 Q4	$1.39M	Buy	22,343 +1,870	+9%	+$115K	0.07%	232
2025 Q3	$1.23M	Buy	20,473 +2,785	+16%	+$170K	0.07%	238
2025 Q2	$1.11M	Buy	17,688 +3,584	+25%	+$215K	0.07%	247
2025 Q1	$849K	Buy	14,104 +4,062	+40%	+$252K	0.06%	274
2024 Q4	$586K	Buy	10,042 +454	+5%	+$27K	0.04%	322
2024 Q3	$568K	Sell	9,588 -158	-2%	-$9.02K	0.04%	327
2024 Q2	$546K	Sell	9,746 -1,705	-15%	-$95.4K	0.04%	315
2024 Q1	$671K	Buy	11,451 +1,252	+12%	+$70.7K	0.05%	274
2023 Q4	$550K	Sell	10,199 -912	-8%	-$44.5K	0.05%	302
2023 Q3	$539K	Sell	11,111 -88	-0.8%	-$4.68K	0.05%	285
2023 Q2	$632K	Buy	11,199 +369	+3%	+$20.3K	0.06%	260
2023 Q1	$585K	Buy	+10,830	New	+$577K	0.06%	261
2022 Q3	$520K	Sell	11,017 -2,065	-16%	-$107K	0.06%	246
2022 Q2	$660K	Sell	13,082 -26,888	-67%	-$1.47M	0.07%	214
2022 Q1	$2.44M	Sell	39,970 -739	-2%	-$44.1K	0.24%	85
2021 Q4	$2.69M	Sell	40,709 -193	-0.5%	-$12.4K	0.26%	89
2021 Q3	$2.57M	Buy	40,902 +4,410	+12%	+$281K	0.27%	83
2021 Q2	$2.2M	Buy	36,492 +3,564	+11%	+$206K	0.23%	101
2021 Q1	$1.81M	Sell	32,928 -3,822	-10%	-$212K	0.21%	106
2020 Q4	$2M	Sell	36,750 -5,460	-13%	-$285K	0.25%	82
2020 Q3	$2.11M	Sell	42,210 -1,248	-3%	-$60.4K	0.31%	65
2020 Q2	$1.92M	Buy	43,458 +14,898	+52%	+$637K	0.31%	65
2020 Q1	$1.07M	Buy	28,560 +2,028	+8%	+$85.4K	0.21%	96
2019 Q4	$1.17M	Buy	26,532 +360	+1%	+$15.1K	0.19%	111
2019 Q3	$1.08M	Sell	26,172 -216	-0.8%	-$8.84K	0.19%	112
2019 Q2	$1.06M	Buy	26,388 +23,484	+809%	+$889K	0.19%	111
2019 Q1	$268K	Sell	2,904 -15,396	-84%	-$559K	0.03%	415
2018 Q4	$612K	Sell	18,300 -302,700	-94%	-$10.5M	0.13%	162
2018 Q3	$318K	Sell	321,000 -961,524	-75%	-$34.2M	﹤0.01%	1048
2018 Q2	$1.06M	Buy	+1,282,524	New	+$41.8M	0.01%	737

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

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BRWA

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

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

Cornerstone Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 2.5% in Q2 2026, selling an estimated $26.9K and leaving 20,915 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #332.

Cornerstone Wealth Management first reported a position in IHI in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.69M in Q4 2021. 126 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Cornerstone Wealth Management held 20,915 shares of iShares US Medical Devices ETF worth $1.03M as of Q2 2026.
Cornerstone Wealth Management sold 529 iShares US Medical Devices ETF shares in Q2 2026, an estimated $26.9K.
iShares US Medical Devices ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #332 holding.
Cornerstone Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2018 and has held it in 32 quarters since.
Cornerstone Wealth Management's iShares US Medical Devices ETF position peaked at $2.69M in Q4 2021.
126 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.