Howe & Rusling’s iShares US Medical Devices ETF IHI Stock Holding History

Howe & Rusling’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	$59.3K	Sell	1,200 -180	-13%	-$9.14K	﹤0.01%	372
2026 Q1	$73.6K	Hold	1,380	–	–	﹤0.01%	342
2025 Q4	$85.8K	Hold	1,380	–	–	0.01%	338
2025 Q3	$82.9K	Hold	1,380	–	–	0.01%	329
2025 Q2	$86.4K	Hold	1,380	–	–	0.01%	323
2025 Q1	$83.1K	Buy	1,380 +83	+6%	+$5.16K	0.01%	308
2024 Q4	$75.7K	Buy	1,297 +97	+8%	+$5.76K	0.01%	291
2024 Q3	$71.1K	Hold	1,200	–	–	0.01%	290
2024 Q2	$67.2K	Hold	1,200	–	–	0.01%	282
2024 Q1	$70.3K	Sell	1,200 -4,508	-79%	-$255K	0.01%	284
2023 Q4	$308K	Buy	5,708 +4,508	+376%	+$220K	0.03%	186
2023 Q3	$58.2K	Hold	1,200	–	–	0.01%	249
2023 Q2	$67.8K	Hold	1,200	–	–	0.01%	255
2023 Q1	$64.8K	Hold	1,200	–	–	0.01%	236
2022 Q4	$63.1K	Hold	1,200	–	–	0.01%	230
2022 Q3	$57K	Hold	1,200	–	–	0.01%	308
2022 Q2	$61K	Hold	1,200	–	–	0.01%	291
2022 Q1	$73K	Hold	1,200	–	–	0.01%	286
2021 Q4	$79K	Hold	1,200	–	–	0.01%	275
2021 Q3	$75K	Hold	1,200	–	–	0.01%	267
2021 Q2	$72K	Buy	+1,200	New	+$69.4K	0.01%	267
2015 Q4	–	Sell	-78	Closed	-$1K	–	1028
2015 Q3	$1K	Hold	78	–	–	﹤0.01%	919
2015 Q2	$2K	Hold	78	–	–	﹤0.01%	862
2015 Q1	$2K	Hold	78	–	–	﹤0.01%	770
2014 Q4	$1K	Hold	78	–	–	﹤0.01%	851
2014 Q3	$1K	Hold	78	–	–	﹤0.01%	833
2014 Q2	$1K	Buy	78 +18	+30%	+$294	﹤0.01%	761
2014 Q1	$1K	Buy	+60	New	+$962	﹤0.01%	809

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

Howe & Rusling's IHI Position: Q2 2026 in Review

Howe & Rusling reduced its iShares US Medical Devices ETF (IHI) stake by 13% in Q2 2026, selling an estimated $9.14K and leaving 1,200 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Howe & Rusling first reported a position in IHI in Q1 2014 and has held it in 28 quarters since. The position peaked at $308K in Q4 2023. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Howe & Rusling held 1,200 shares of iShares US Medical Devices ETF worth $59.3K as of Q2 2026.
Howe & Rusling sold 180 iShares US Medical Devices ETF shares in Q2 2026, an estimated $9.14K.
iShares US Medical Devices ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #372 holding.
Howe & Rusling first reported a position in iShares US Medical Devices ETF in Q1 2014 and has held it in 28 quarters since.
Howe & Rusling's iShares US Medical Devices ETF position peaked at $308K in Q4 2023.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.