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High Point Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

High Point Wealth Management’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 		$1.15M Sell
23,190
-6,088
-21% -$309K 0.94% 28
2026
Q1 		$1.56M Sell
29,278
-2,105
-7% -$124K 1.51% 17
2025
Q4 		$1.95M Buy
+31,383
New +$1.94M 1.83% 13

Other funds holding IHI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return

High Point Wealth Management's IHI Position: Q2 2026 in Review

High Point Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 21% in Q2 2026, selling an estimated $309K and leaving 23,190 shares worth $1.15M. The position accounts for 0.94% of the portfolio, ranked #28.

High Point Wealth Management first reported a position in IHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.95M in Q4 2025. 296 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • High Point Wealth Management held 23,190 shares of iShares US Medical Devices ETF worth $1.15M as of Q2 2026.
  • High Point Wealth Management sold 6,088 iShares US Medical Devices ETF shares in Q2 2026, an estimated $309K.
  • iShares US Medical Devices ETF made up 0.94% of High Point Wealth Management's portfolio in Q2 2026, its #28 holding.
  • High Point Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's iShares US Medical Devices ETF position peaked at $1.95M in Q4 2025.
  • 296 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.