Guardian Wealth Advisors (North Carolina)’s iShares US Medical Devices ETF IHI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-92	Closed	-$4.91K	–	480
2026 Q1	$4.91K	Buy	+92	New	+$5.4K	﹤0.01%	570
2025 Q3	–	Sell	-104	Closed	-$6.51K	–	446
2025 Q2	$6.51K	Hold	104	–	–	﹤0.01%	500
2025 Q1	$6.26K	Hold	104	–	–	﹤0.01%	478
2024 Q4	$6.07K	Buy	104 +12	+13%	+$713	﹤0.01%	459
2024 Q3	$5.45K	Hold	92	–	–	﹤0.01%	406
2024 Q2	$5.16K	Hold	92	–	–	﹤0.01%	388
2024 Q1	$5.39K	Buy	+92	New	+$5.2K	﹤0.01%	402
2023 Q2	–	Sell	-59	Closed	-$3.19K	–	425
2023 Q1	$3.19K	Buy	+59	New	+$3.14K	﹤0.01%	372

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

Guardian Wealth Advisors (North Carolina)'s IHI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 92 shares — an estimated $4.91K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IHI in Q1 2023 and held it in 8 quarters. The position peaked at $6.51K in Q2 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 92 iShares US Medical Devices ETF shares in Q2 2026, an estimated $4.91K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Medical Devices ETF in Q1 2023 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares US Medical Devices ETF position peaked at $6.51K in Q2 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.