Halbert Hargrove Global Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Halbert Hargrove Global 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	$5.04K	Hold	102	–	–	﹤0.01%	340
2026 Q1	$5.44K	Hold	102	–	–	﹤0.01%	317
2025 Q4	$6.34K	Hold	102	–	–	﹤0.01%	313
2025 Q3	$6.13K	Hold	102	–	–	﹤0.01%	390
2025 Q2	$6.39K	Hold	102	–	–	﹤0.01%	253
2025 Q1	$6.14K	Hold	102	–	–	﹤0.01%	291
2024 Q4	$5.95K	Buy	+102	New	+$6.06K	﹤0.01%	253

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

Halbert Hargrove Global Advisors's IHI Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 102 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Halbert Hargrove Global Advisors first reported a position in IHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.39K in Q2 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Halbert Hargrove Global Advisors held 102 shares of iShares US Medical Devices ETF worth $5.04K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #340 holding.
Halbert Hargrove Global Advisors first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's iShares US Medical Devices ETF position peaked at $6.39K in Q2 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.