Houlihan Financial Resource Group’s iShares US Medical Devices ETF IHI Stock Holding History

Houlihan Financial Resource Group’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	$406K	Hold	8,220	–	–	0.14%	87
2026 Q1	$439K	Hold	8,220	–	–	0.17%	80
2025 Q4	$505K	Buy	+8,220	New	+$507K	0.19%	76
2025 Q3	–	Sell	-8,520	Closed	-$524K	–	88
2025 Q2	$524K	Hold	8,520	–	–	0.22%	70
2025 Q1	$513K	Hold	8,520	–	–	0.23%	66
2024 Q4	$497K	Hold	8,520	–	–	0.21%	69
2024 Q3	$505K	Buy	+8,520	New	+$487K	0.21%	73
2024 Q2	–	Sell	-8,700	Closed	-$510K	–	74
2024 Q1	$510K	Hold	8,700	–	–	0.23%	67
2023 Q4	$470K	Hold	8,700	–	–	0.23%	65
2023 Q3	$411K	Buy	+8,700	New	+$463K	0.22%	69
2023 Q2	–	Sell	-8,700	Closed	-$470K	–	152
2023 Q1	$470K	Hold	8,700	–	–	0.26%	64
2022 Q4	$460K	Hold	8,700	–	–	0.27%	63
2022 Q3	$430K	Buy	+8,700	New	+$451K	0.26%	62
2020 Q3	$516K	Buy	+9,720	New	+$471K	0.3%	57
2020 Q1	$478K	Hold	12,720	–	–	0.42%	51
2019 Q4	$560K	Buy	+12,720	New	+$535K	0.36%	58

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

Houlihan Financial Resource Group's IHI Position: Q2 2026 in Review

Houlihan Financial Resource Group held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 8,220 shares worth $406K. The position accounts for 0.14% of the portfolio, ranked #87.

Houlihan Financial Resource Group first reported a position in IHI in Q4 2019 and has held it in 16 quarters since. The position peaked at $560K in Q4 2019. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Houlihan Financial Resource Group held 8,220 shares of iShares US Medical Devices ETF worth $406K as of Q2 2026.
Houlihan Financial Resource Group left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up 0.14% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #87 holding.
Houlihan Financial Resource Group first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 16 quarters since.
Houlihan Financial Resource Group's iShares US Medical Devices ETF position peaked at $560K in Q4 2019.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.