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

Independent Financial 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 		$271K Sell
5,482
-353
-6% -$17.9K 0.01% 1300
2026
Q1 		$311K Hold
5,835
– – 0.01% 1142
2025
Q4 		$363K Sell
5,835
-326
-5% -$20.1K 0.01% 1055
2025
Q3 		$370K Hold
6,161
– – 0.01% 983
2025
Q2 		$386K Buy
6,161
+101
+2% +$6.07K 0.01% 901
2025
Q1 		$365K Sell
6,060
-217
-3% -$13.5K 0.01% 850
2024
Q4 		$366K Sell
6,277
-1,265
-17% -$75.2K 0.01% 823
2024
Q3 		$447K Sell
7,542
-1,337
-15% -$76.4K 0.02% 700
2024
Q2 		$498K Sell
8,879
-1,196
-12% -$66.9K 0.02% 609
2024
Q1 		$590K Sell
10,075
-1,048
-9% -$59.2K 0.03% 530
2023
Q4 		$600K Sell
11,123
-19,183
-63% -$937K 0.03% 503
2023
Q3 		$1.47M Buy
30,306
+7,412
+32% +$394K 0.1% 236
2023
Q2 		$1.29M Buy
22,894
+1,183
+5% +$65.2K 0.09% 251
2023
Q1 		$1.17M Buy
21,711
+3,098
+17% +$165K 0.09% 247
2022
Q4 		$979K Sell
18,613
-1,959
-10% -$99.4K 0.08% 240
2022
Q3 		$971K Sell
20,572
-531
-3% -$27.6K 0.09% 230
2022
Q2 		$1.06M Sell
21,103
-1,556
-7% -$84.8K 0.11% 215
2022
Q1 		$1.38M Sell
22,659
-4,464
-16% -$266K 0.11% 184
2021
Q4 		$1.79M Buy
27,123
+9,312
+52% +$596K 0.15% 143
2021
Q3 		$1.12M Sell
17,811
-9,195
-34% -$587K 0.11% 191
2021
Q2 		$1.63M Sell
27,006
-2,178
-7% -$126K 0.17% 131
2021
Q1 		$1.61M Sell
29,184
-4,380
-13% -$243K 0.21% 118
2020
Q4 		$1.83M Buy
33,564
+10,464
+45% +$547K 0.27% 87
2020
Q3 		$1.15M Sell
23,100
-726
-3% -$35.2K 0.22% 115
2020
Q2 		$1.05M Buy
23,826
+3,348
+16% +$143K 0.23% 110
2020
Q1 		$769K Buy
+20,478
New +$862K 0.23% 112

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Financial Group's IHI Position: Q2 2026 in Review

Independent Financial Group reduced its iShares US Medical Devices ETF (IHI) stake by 6% in Q2 2026, selling an estimated $17.9K and leaving 5,482 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #1300.

Independent Financial Group first reported a position in IHI in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.83M in Q4 2020. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Independent Financial Group held 5,482 shares of iShares US Medical Devices ETF worth $271K as of Q2 2026.
  • Independent Financial Group sold 353 iShares US Medical Devices ETF shares in Q2 2026, an estimated $17.9K.
  • iShares US Medical Devices ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1300 holding.
  • Independent Financial Group first reported a position in iShares US Medical Devices ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares US Medical Devices ETF position peaked at $1.83M in Q4 2020.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.