HM Payson & Co’s iShares US Medical Devices ETF IHI Stock Holding History

HM Payson & Co’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	$68.2K	Hold	1,380	–	–	﹤0.01%	651
2026 Q1	$73.6K	Hold	1,380	–	–	﹤0.01%	615
2025 Q4	$85.8K	Hold	1,380	–	–	﹤0.01%	595
2025 Q3	$82.9K	Buy	+1,380	New	+$84.4K	﹤0.01%	596
2022 Q4	–	Sell	-576	Closed	-$27K	–	967
2022 Q3	$27K	Hold	576	–	–	﹤0.01%	657
2022 Q2	$29K	Sell	576 -540	-48%	-$29.4K	﹤0.01%	656
2022 Q1	$68K	Buy	1,116 +540	+94%	+$32.2K	﹤0.01%	550
2021 Q4	$38K	Hold	576	–	–	﹤0.01%	659
2021 Q3	$36K	Hold	576	–	–	﹤0.01%	647
2021 Q2	$35K	Sell	576 -756	-57%	-$43.7K	﹤0.01%	653
2021 Q1	$73K	Hold	1,332	–	–	﹤0.01%	533
2020 Q4	$73K	Buy	1,332 +192	+17%	+$10K	﹤0.01%	533
2020 Q3	$57K	Hold	1,140	–	–	﹤0.01%	540
2020 Q2	$50K	Hold	1,140	–	–	﹤0.01%	525
2020 Q1	$43K	Hold	1,140	–	–	﹤0.01%	521
2019 Q4	$50K	Hold	1,140	–	–	﹤0.01%	593
2019 Q3	$47K	Hold	1,140	–	–	﹤0.01%	604
2019 Q2	$46K	Buy	+1,140	New	+$43.1K	﹤0.01%	614

Other funds holding IHI

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

HM Payson & Co's IHI Position: Q2 2026 in Review

HM Payson & Co held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 1,380 shares worth $68.2K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

HM Payson & Co first reported a position in IHI in Q2 2019 and has held it in 18 quarters since. The position peaked at $85.8K in Q4 2025. 77 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

HM Payson & Co held 1,380 shares of iShares US Medical Devices ETF worth $68.2K as of Q2 2026.
HM Payson & Co left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #651 holding.
HM Payson & Co first reported a position in iShares US Medical Devices ETF in Q2 2019 and has held it in 18 quarters since.
HM Payson & Co's iShares US Medical Devices ETF position peaked at $85.8K in Q4 2025.
77 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.