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Dynamic Advisor Solutions’s iShares US Medical Devices ETF IHI Stock Holding History

Dynamic Advisor Solutions’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 		$1.2M Sell
24,326
-2,264
-9% -$115K 0.03% 442
2026
Q1 		$1.42M Sell
26,590
-193
-0.7% -$11.3K 0.04% 390
2025
Q4 		$1.66M Sell
26,783
-3,329
-11% -$206K 0.05% 337
2025
Q3 		$1.81M Sell
30,112
-2,075
-6% -$127K 0.05% 337
2025
Q2 		$2.02M Sell
32,187
-8,232
-20% -$495K 0.06% 304
2025
Q1 		$2.43M Buy
40,419
+403
+1% +$25K 0.08% 243
2024
Q4 		$2.33M Sell
40,016
-6,238
-13% -$371K 0.1% 187
2024
Q3 		$2.74M Sell
46,254
-16,839
-27% -$962K 0.08% 249
2024
Q2 		$3.54M Sell
63,093
-24,378
-28% -$1.36M 0.11% 213
2024
Q1 		$5.12M Sell
87,471
-8,711
-9% -$492K 0.17% 160
2023
Q4 		$5.12M Sell
96,182
-34,531
-26% -$1.69M 0.19% 154
2023
Q3 		$6.34M Buy
130,713
+1,904
+1% +$101K 0.3% 88
2023
Q2 		$7.27M Buy
128,809
+4,124
+3% +$227K 0.38% 55
2023
Q1 		$6.73M Buy
124,685
+8,519
+7% +$454K 0.39% 62
2022
Q4 		$6.11M Sell
116,166
-5,033
-4% -$255K 0.42% 54
2022
Q3 		$5.72M Buy
121,199
+5,438
+5% +$282K 0.44% 50
2022
Q2 		$5.84M Buy
115,761
+12,393
+12% +$675K 0.45% 50
2022
Q1 		$6.3M Buy
103,368
+6,616
+7% +$394K 0.44% 46
2021
Q4 		$6.37M Sell
96,752
-3
-0% -$192 0.46% 45
2021
Q3 		$6.07M Buy
96,755
+8,465
+10% +$540K 0.46% 46
2021
Q2 		$5.31M Buy
88,290
+666
+0.8% +$38.5K 0.42% 53
2021
Q1 		$4.83M Buy
87,624
+13,764
+19% +$763K 0.45% 50
2020
Q4 		$4.03M Buy
73,860
+16,362
+28% +$855K 0.38% 65
2020
Q3 		$2.87M Buy
57,498
+5,190
+10% +$251K 0.33% 83
2020
Q2 		$2.31M Buy
52,308
+9,282
+22% +$397K 0.31% 93
2020
Q1 		$1.62M Buy
43,026
+31,908
+287% +$1.34M 0.29% 97
2019
Q4 		$490K Buy
11,118
+5,796
+109% +$244K 0.07% 310
2019
Q3 		$219K Buy
+5,322
New +$218K 0.03% 448

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Dynamic Advisor Solutions's IHI Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares US Medical Devices ETF (IHI) stake by 8.5% in Q2 2026, selling an estimated $115K and leaving 24,326 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #442.

Dynamic Advisor Solutions first reported a position in IHI in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.27M in Q2 2023. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Dynamic Advisor Solutions held 24,326 shares of iShares US Medical Devices ETF worth $1.2M as of Q2 2026.
  • Dynamic Advisor Solutions sold 2,264 iShares US Medical Devices ETF shares in Q2 2026, an estimated $115K.
  • iShares US Medical Devices ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #442 holding.
  • Dynamic Advisor Solutions first reported a position in iShares US Medical Devices ETF in Q3 2019 and has held it in 28 quarters since.
  • Dynamic Advisor Solutions's iShares US Medical Devices ETF position peaked at $7.27M in Q2 2023.
  • 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.