Jones Financial Companies’s iShares US Medical Devices ETF IHI Stock Holding History

Jones Financial Companies’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	$8.25M	Sell	161,648 -27,252	-14%	-$1.38M	﹤0.01%	986
2026 Q1	$10M	Buy	188,900 +1,647	+0.9%	+$96.7K	﹤0.01%	826
2025 Q4	$11.6M	Buy	187,253 +9,725	+5%	+$600K	0.01%	416
2025 Q3	$10.6M	Buy	177,528 +13,363	+8%	+$817K	0.01%	398
2025 Q2	$10.2M	Buy	164,165 +24,604	+18%	+$1.48M	0.01%	356
2025 Q1	$8.29M	Buy	139,561 +34,221	+32%	+$2.13M	0.01%	337
2024 Q4	$6.15M	Buy	105,340 +29,445	+39%	+$1.75M	0.01%	323
2024 Q3	$4.46M	Buy	75,895 +23,494	+45%	+$1.34M	﹤0.01%	311
2024 Q2	$2.94M	Buy	52,401 +40,333	+334%	+$2.26M	﹤0.01%	267
2024 Q1	$707K	Buy	12,068 +11,618	+2,582%	+$656K	﹤0.01%	298
2023 Q4	$24.3K	Buy	+450	New	+$22K	﹤0.01%	562
2022 Q1	–	Sell	-420	Closed	-$28K	–	759
2021 Q4	$28K	Buy	+420	New	+$26.9K	﹤0.01%	422

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

Jones Financial Companies's IHI Position: Q2 2026 in Review

Jones Financial Companies reduced its iShares US Medical Devices ETF (IHI) stake by 14% in Q2 2026, selling an estimated $1.38M and leaving 161,648 shares worth $8.25M. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Jones Financial Companies first reported a position in IHI in Q4 2021 and has held it in 12 quarters since. The position peaked at $11.6M in Q4 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Jones Financial Companies held 161,648 shares of iShares US Medical Devices ETF worth $8.25M as of Q2 2026.
Jones Financial Companies sold 27,252 iShares US Medical Devices ETF shares in Q2 2026, an estimated $1.38M.
iShares US Medical Devices ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #986 holding.
Jones Financial Companies first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 12 quarters since.
Jones Financial Companies's iShares US Medical Devices ETF position peaked at $11.6M in Q4 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.