Independent Advisor Alliance’s iShares US Medical Devices ETF IHI Stock Holding History

Independent Advisor Alliance’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	-28,291	Closed	-$1.51M	–	1346
2026 Q1	$1.51M	Buy	+28,291	New	+$1.66M	0.02%	645
2025 Q1	–	Sell	-68,940	Closed	-$4.02M	–	1078
2024 Q4	$4.02M	Buy	+68,940	New	+$4.1M	0.05%	320
2020 Q1	–	Sell	-71,280	Closed	-$3.14M	–	616
2019 Q4	$3.14M	Buy	+71,280	New	+$3M	0.14%	164
2017 Q2	–	Sell	-10,236	Closed	-$256K	–	308
2017 Q1	$256K	Buy	+10,236	New	+$248K	0.04%	337

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

Independent Advisor Alliance's IHI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 28,291 shares — an estimated $1.51M sold.

Independent Advisor Alliance first reported a position in IHI in Q1 2017 and held it in 4 quarters. The position peaked at $4.02M in Q4 2024. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 28,291 iShares US Medical Devices ETF shares in Q2 2026, an estimated $1.51M.
Independent Advisor Alliance first reported a position in iShares US Medical Devices ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's iShares US Medical Devices ETF position peaked at $4.02M in Q4 2024.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.