EverSource Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

EverSource Wealth 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	$1.19K	Hold	24	–	–	﹤0.01%	3906
2026 Q1	$1.29K	Hold	24	–	–	﹤0.01%	3776
2025 Q4	$1.5K	Hold	24	–	–	﹤0.01%	3595
2025 Q3	$1.45K	Hold	24	–	–	﹤0.01%	3639
2025 Q2	$1.51K	Hold	24	–	–	﹤0.01%	3597
2025 Q1	$1.45K	Hold	24	–	–	﹤0.01%	3081
2024 Q4	$1.4K	Hold	24	–	–	﹤0.01%	2852
2024 Q3	$1.42K	Hold	24	–	–	﹤0.01%	2632
2024 Q2	$1.32K	Sell	24 -100	-81%	-$5.6K	﹤0.01%	2670
2024 Q1	$6.82K	Buy	124 +64	+107%	+$3.62K	﹤0.01%	1887
2023 Q4	$3.25K	Sell	60 -18	-23%	-$879	﹤0.01%	2026
2023 Q3	$3.79K	Sell	78 -10	-11%	-$532	﹤0.01%	1809
2023 Q2	$4.97K	Sell	88 -228	-72%	-$12.6K	﹤0.01%	1736
2023 Q1	$17.1K	Sell	316 -60	-16%	-$3.19K	﹤0.01%	1142
2022 Q4	$19.8K	Buy	376 +88	+31%	+$4.47K	﹤0.01%	1072
2022 Q3	$14K	Sell	288 -90	-24%	-$4.67K	﹤0.01%	1020
2022 Q2	$20K	Buy	378 +7	+2%	+$382	0.01%	828
2022 Q1	$22K	Hold	371	–	–	0.01%	663
2021 Q4	$25K	Buy	+371	New	+$23.8K	0.01%	598

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

EverSource Wealth Advisors's IHI Position: Q2 2026 in Review

EverSource Wealth Advisors held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 24 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3906.

EverSource Wealth Advisors first reported a position in IHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $25K in Q4 2021. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

EverSource Wealth Advisors held 24 shares of iShares US Medical Devices ETF worth $1.19K as of Q2 2026.
EverSource Wealth Advisors left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3906 holding.
EverSource Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares US Medical Devices ETF position peaked at $25K in Q4 2021.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.