JFS Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

JFS Wealth Advisors’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	-250	Closed	-$13.3K	–	2279
2026 Q1	$13.3K	Buy	+250	New	+$14.7K	﹤0.01%	844
2019 Q3	–	Sell	-2,040	Closed	-$82K	–	528
2019 Q2	$82K	Buy	+2,040	New	+$77.2K	0.02%	201

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

JFS Wealth Advisors's IHI Position: Q2 2026 in Review

JFS Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 250 shares — an estimated $13.3K sold.

JFS Wealth Advisors first reported a position in IHI in Q2 2019 and held it in 2 quarters. The position peaked at $82K in Q2 2019. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

JFS Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
JFS Wealth Advisors sold 250 iShares US Medical Devices ETF shares in Q2 2026, an estimated $13.3K.
JFS Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q2 2019 and held it in 2 quarters.
JFS Wealth Advisors's iShares US Medical Devices ETF position peaked at $82K in Q2 2019.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.