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Founders Financial Alliance’s iShares US Medical Devices ETF IHI Stock Holding History

Founders Financial Alliance’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 		$57.2K Sell
1,158
-149
-11% -$7.56K 0.01% 548
2026
Q1 		$69.7K Buy
1,307
+523
+67% +$30.7K 0.01% 486
2025
Q4 		$48.7K Sell
784
-521
-40% -$32.2K 0.01% 433
2025
Q3 		$78.4K Buy
1,305
+522
+67% +$31.9K 0.01% 459
2025
Q2 		$49K Sell
783
-521
-40% -$31.3K 0.01% 390
2025
Q1 		$78.5K Buy
1,304
+163
+14% +$10.1K 0.02% 405
2024
Q4 		$66.6K Buy
1,141
+1
+0.1% +$59 0.02% 363
2024
Q3 		$67.5K Buy
1,140
+1
+0.1% +$57 0.02% 369
2024
Q2 		$63.8K Sell
1,139
-309
-21% -$17.3K 0.02% 355
2024
Q1 		$84.8K Hold
1,448
– – 0.03% 342
2023
Q4 		$78.1K Sell
1,448
-79
-5% -$3.86K 0.03% 310
2023
Q3 		$74.1K Hold
1,527
– – 0.03% 291
2023
Q2 		$86.2K Buy
1,527
+1
+0.1% +$55 0.03% 305
2023
Q1 		$82.8K Buy
1,526
+1
+0.1% +$53 0.04% 265
2022
Q4 		$80.2K Buy
1,525
+3
+0.2% +$152 0.04% 283
2022
Q3 		$72K Buy
1,522
+360
+31% +$18.7K 0.04% 283
2022
Q2 		$59K Sell
1,162
-358
-24% -$19.5K 0.03% 315
2022
Q1 		$93K Sell
1,520
-42
-3% -$2.5K 0.04% 268
2021
Q4 		$103K Buy
1,562
+1
+0.1% +$64 0.04% 297
2021
Q3 		$99K Buy
1,561
+1
+0.1% +$64 0.05% 280
2021
Q2 		$94K Sell
1,560
-210
-12% -$12.1K 0.04% 300
2021
Q1 		$99K Sell
1,770
-606
-26% -$33.6K 0.05% 276
2020
Q4 		$131K Buy
2,376
+912
+62% +$47.7K 0.07% 226
2020
Q3 		$73K Buy
+1,464
New +$70.9K 0.04% 318

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

Founders Financial Alliance's IHI Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares US Medical Devices ETF (IHI) stake by 11% in Q2 2026, selling an estimated $7.56K and leaving 1,158 shares worth $57.2K. The position accounts for 0.01% of the portfolio, ranked #548.

Founders Financial Alliance first reported a position in IHI in Q3 2020 and has held it in 24 quarters since. The position peaked at $131K in Q4 2020. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Founders Financial Alliance held 1,158 shares of iShares US Medical Devices ETF worth $57.2K as of Q2 2026.
  • Founders Financial Alliance sold 149 iShares US Medical Devices ETF shares in Q2 2026, an estimated $7.56K.
  • iShares US Medical Devices ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #548 holding.
  • Founders Financial Alliance first reported a position in iShares US Medical Devices ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares US Medical Devices ETF position peaked at $131K in Q4 2020.
  • 502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.