IEQ Capital’s iShares US Medical Devices ETF IHI Stock Holding History

IEQ Capital’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	–	Sell	-7,063	Closed	-$377K	–	2097
2026 Q1	$377K	Hold	7,063	–	–	﹤0.01%	1424
2025 Q4	$439K	Sell	7,063 -6,233	-47%	-$385K	﹤0.01%	1396
2025 Q3	$799K	Buy	+13,296	New	+$813K	﹤0.01%	1097

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

IEQ Capital's IHI Position: Q2 2026 in Review

IEQ Capital sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 7,063 shares — an estimated $377K sold.

IEQ Capital first reported a position in IHI in Q3 2025 and held it in 3 quarters. The position peaked at $799K in Q3 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

IEQ Capital reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
IEQ Capital sold 7,063 iShares US Medical Devices ETF shares in Q2 2026, an estimated $377K.
IEQ Capital first reported a position in iShares US Medical Devices ETF in Q3 2025 and held it in 3 quarters.
IEQ Capital's iShares US Medical Devices ETF position peaked at $799K in Q3 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.