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Foundations Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Foundations Investment 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 		– Sell
-314,604
Closed -$16.8M – 1261
2026
Q1 		$16.8M Buy
314,604
+28,820
+10% +$1.69M 0.21% 111
2025
Q4 		$17.8M Buy
+285,784
New +$17.6M 0.23% 99
2025
Q3 		– Sell
-7,204
Closed -$451K – 1061
2025
Q2 		$451K Buy
7,204
+1,289
+22% +$77.5K 0.01% 615
2025
Q1 		$356K Sell
5,915
-57
-1% -$3.54K 0.01% 660
2024
Q4 		$348K Buy
5,972
+1,624
+37% +$96.5K 0.01% 622
2024
Q3 		$258K Sell
4,348
-403
-8% -$23K 0.01% 677
2024
Q2 		$266K Sell
4,751
-11,472
-71% -$642K 0.01% 634
2024
Q1 		$951K Buy
16,223
+11,954
+280% +$675K 0.02% 328
2023
Q4 		$242K Sell
4,269
-127
-3% -$6.2K 0.01% 603
2023
Q3 		$213K Sell
4,396
-698
-14% -$37.1K 0.01% 601
2023
Q2 		$288K Buy
5,094
+912
+22% +$50.2K 0.01% 479
2023
Q1 		$226K Sell
4,182
-817
-16% -$43.5K 0.01% 454
2022
Q4 		$263K Sell
4,999
-1,081
-18% -$54.9K 0.01% 364
2022
Q3 		$287K Sell
6,080
-1,801
-23% -$93.4K 0.01% 326
2022
Q2 		$405K Buy
+7,881
New +$430K 0.02% 262
2021
Q2 		– Sell
-18,840
Closed -$1.05M – 302
2021
Q1 		$1.05M Buy
18,840
+9,840
+109% +$546K 0.06% 88
2020
Q4 		$510K Buy
+9,000
New +$470K 0.03% 117

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

Foundations Investment Advisors's IHI Position: Q2 2026 in Review

Foundations Investment Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 314,604 shares — an estimated $16.8M sold.

Foundations Investment Advisors first reported a position in IHI in Q4 2020 and held it in 17 quarters. The position peaked at $17.8M in Q4 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Foundations Investment Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 314,604 iShares US Medical Devices ETF shares in Q2 2026, an estimated $16.8M.
  • Foundations Investment Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 17 quarters.
  • Foundations Investment Advisors's iShares US Medical Devices ETF position peaked at $17.8M in Q4 2025.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.