Eaton Financial Holdings’s iShares US Medical Devices ETF IHI Stock Holding History

Eaton Financial Holdings’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	$219K	Sell	4,429 -13,516	-75%	-$686K	0.06%	125
2026 Q1	$957K	Sell	17,945 -191	-1%	-$11.2K	0.31%	63
2025 Q4	$1.13M	Hold	18,136	–	–	0.3%	59
2025 Q3	$1.09M	Sell	18,136 -78	-0.4%	-$4.77K	0.31%	60
2025 Q2	$1.14M	Sell	18,214 -2,155	-11%	-$130K	0.35%	50
2025 Q1	$1.23M	Sell	20,369 -9,250	-31%	-$575K	0.51%	37
2024 Q4	$1.73M	Sell	29,619 -5,181	-15%	-$308K	0.67%	32
2024 Q3	$2.06M	Buy	+34,800	New	+$1.99M	0.84%	26
2024 Q1	$2.14M	Buy	36,491 +1,235	+4%	+$69.8K	1.11%	24
2023 Q4	$1.9M	Sell	35,256 -175	-0.5%	-$8.55K	0.46%	69
2023 Q3	$1.72M	Buy	35,431 +169	+0.5%	+$8.99K	0.46%	65
2023 Q2	$1.99M	Buy	35,262 +325	+0.9%	+$17.9K	1.5%	15
2023 Q1	$1.89M	Buy	34,937 +285	+0.8%	+$15.2K	1.47%	15
2022 Q4	$1.82M	Buy	+34,652	New	+$1.76M	1.56%	15

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

Eaton Financial Holdings's IHI Position: Q2 2026 in Review

Eaton Financial Holdings reduced its iShares US Medical Devices ETF (IHI) stake by 75% in Q2 2026, selling an estimated $686K and leaving 4,429 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #125.

Eaton Financial Holdings first reported a position in IHI in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.14M in Q1 2024. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Eaton Financial Holdings held 4,429 shares of iShares US Medical Devices ETF worth $219K as of Q2 2026.
Eaton Financial Holdings sold 13,516 iShares US Medical Devices ETF shares in Q2 2026, an estimated $686K.
iShares US Medical Devices ETF made up 0.06% of Eaton Financial Holdings's portfolio in Q2 2026, its #125 holding.
Eaton Financial Holdings first reported a position in iShares US Medical Devices ETF in Q4 2022 and has held it in 14 quarters since.
Eaton Financial Holdings's iShares US Medical Devices ETF position peaked at $2.14M in Q1 2024.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.