FinDec Wealth Services’s iShares US Medical Devices ETF IHI Stock Holding History

FinDec Wealth Services’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	$450K	Sell	9,109 -203	-2%	-$10.3K	0.53%	19
2026 Q1	$497K	Sell	9,312 -808	-8%	-$47.4K	0.61%	19
2025 Q4	$629K	Sell	10,120 -1,184	-10%	-$73.1K	0.67%	17
2025 Q3	$679K	Sell	11,304 -1,197	-10%	-$73.2K	0.7%	16
2025 Q2	$783K	Sell	12,501 -5,528	-31%	-$332K	0.82%	16
2025 Q1	$1.09M	Sell	18,029 -22,800	-56%	-$1.42M	1.07%	15
2024 Q4	$2.38M	Sell	40,829 -10,250	-20%	-$609K	1.65%	19
2024 Q3	$3.02M	Sell	51,079 -86	-0.2%	-$4.91K	1.76%	19
2024 Q2	$2.87M	Sell	51,165 -52,440	-51%	-$2.94M	1.81%	19
2024 Q1	$6.07M	Sell	103,605 -2,186	-2%	-$123K	3.82%	11
2023 Q4	$5.71M	Sell	105,791 -23,323	-18%	-$1.14M	3.82%	12
2023 Q3	$6.26M	Sell	129,114 -127	-0.1%	-$6.75K	4.52%	7
2023 Q2	$7.3M	Buy	129,241 +1,778	+1%	+$97.9K	5.1%	5
2023 Q1	$6.88M	Sell	127,463 -2,076	-2%	-$111K	5.2%	5
2022 Q4	$6.81M	Buy	+129,539	New	+$6.57M	5.63%	4

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

FinDec Wealth Services's IHI Position: Q2 2026 in Review

FinDec Wealth Services reduced its iShares US Medical Devices ETF (IHI) stake by 2.2% in Q2 2026, selling an estimated $10.3K and leaving 9,109 shares worth $450K. The position accounts for 0.53% of the portfolio, ranked #19.

FinDec Wealth Services first reported a position in IHI in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.3M in Q2 2023. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

FinDec Wealth Services held 9,109 shares of iShares US Medical Devices ETF worth $450K as of Q2 2026.
FinDec Wealth Services sold 203 iShares US Medical Devices ETF shares in Q2 2026, an estimated $10.3K.
iShares US Medical Devices ETF made up 0.53% of FinDec Wealth Services's portfolio in Q2 2026, its #19 holding.
FinDec Wealth Services first reported a position in iShares US Medical Devices ETF in Q4 2022 and has held it in 15 quarters since.
FinDec Wealth Services's iShares US Medical Devices ETF position peaked at $7.3M in Q2 2023.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.