Finivi Inc’s iShares US Medical Devices ETF IHI Stock Holding History

Finivi Inc’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	$210K	Sell	4,240 -3,497	-45%	-$178K	0.11%	110
2026 Q1	$413K	Sell	7,737 -1,749	-18%	-$103K	0.23%	75
2025 Q4	$590K	Buy	9,486 +97	+1%	+$5.99K	0.34%	62
2025 Q3	$564K	Buy	9,389 +184	+2%	+$11.3K	0.36%	61
2025 Q2	$577K	Buy	9,205 +97	+1%	+$5.83K	0.39%	59
2025 Q1	$548K	Buy	9,108 +329	+4%	+$20.4K	0.44%	54
2024 Q4	$512K	Sell	8,779 -313	-3%	-$18.6K	0.41%	59
2024 Q3	$538K	Sell	9,092 -346	-4%	-$19.8K	0.44%	53
2024 Q2	$529K	Sell	9,438 -3	-0%	-$168	0.44%	57
2024 Q1	$553K	Sell	9,441 -129	-1%	-$7.29K	0.5%	53
2023 Q4	$516K	Buy	+9,570	New	+$467K	0.5%	55
2021 Q4	$3.83M	Buy	+58,180	New	+$3.72M	4.04%	3

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

Finivi Inc's IHI Position: Q2 2026 in Review

Finivi Inc reduced its iShares US Medical Devices ETF (IHI) stake by 45% in Q2 2026, selling an estimated $178K and leaving 4,240 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #110.

Finivi Inc first reported a position in IHI in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.83M in Q4 2021. 490 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Finivi Inc held 4,240 shares of iShares US Medical Devices ETF worth $210K as of Q2 2026.
Finivi Inc sold 3,497 iShares US Medical Devices ETF shares in Q2 2026, an estimated $178K.
iShares US Medical Devices ETF made up 0.11% of Finivi Inc's portfolio in Q2 2026, its #110 holding.
Finivi Inc first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's iShares US Medical Devices ETF position peaked at $3.83M in Q4 2021.
490 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.