Harbor Asset Planning’s iShares US Medical Devices ETF IHI Stock Holding History

Harbor Asset Planning’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	$85.5K	Sell	1,729 -139	-7%	-$7.06K	0.06%	161
2026 Q1	$99.7K	Sell	1,868 -194	-9%	-$11.4K	0.08%	136
2025 Q4	$128K	Sell	2,062 -118	-5%	-$7.29K	0.11%	115
2025 Q3	$131K	Buy	2,180 +4	+0.2%	+$245	0.12%	116
2025 Q2	$136K	Buy	+2,176	New	+$131K	0.13%	108

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

Harbor Asset Planning's IHI Position: Q2 2026 in Review

Harbor Asset Planning reduced its iShares US Medical Devices ETF (IHI) stake by 7.4% in Q2 2026, selling an estimated $7.06K and leaving 1,729 shares worth $85.5K. The position accounts for 0.06% of the portfolio, ranked #161.

Harbor Asset Planning first reported a position in IHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $136K in Q2 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Harbor Asset Planning held 1,729 shares of iShares US Medical Devices ETF worth $85.5K as of Q2 2026.
Harbor Asset Planning sold 139 iShares US Medical Devices ETF shares in Q2 2026, an estimated $7.06K.
iShares US Medical Devices ETF made up 0.06% of Harbor Asset Planning's portfolio in Q2 2026, its #161 holding.
Harbor Asset Planning first reported a position in iShares US Medical Devices ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's iShares US Medical Devices ETF position peaked at $136K in Q2 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.