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Joseph P. Lucia & Associates’s iShares US Medical Devices ETF IHI Stock Holding History

Joseph P. Lucia & Associates’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 		$418K Sell
8,463
-2,511
-23% -$127K 0.13% 127
2026
Q1 		$585K Sell
10,974
-1,096
-9% -$64.4K 0.21% 92
2025
Q4 		$750K Sell
12,070
-2,996
-20% -$185K 0.27% 80
2025
Q3 		$905K Sell
15,066
-415
-3% -$25.4K 0.34% 72
2025
Q2 		$970K Sell
15,481
-1,402
-8% -$84.3K 0.4% 71
2025
Q1 		$1.02M Buy
16,883
+155
+0.9% +$9.63K 0.46% 61
2024
Q4 		$976K Sell
16,728
-475
-3% -$28.2K 0.43% 60
2024
Q3 		$1.02M Sell
17,203
-1,000
-5% -$57.1K 0.47% 57
2024
Q2 		$1.02M Sell
18,203
-1,071
-6% -$60K 0.52% 56
2024
Q1 		$1.13M Sell
19,274
-523
-3% -$29.5K 0.61% 50
2023
Q4 		$1.07M Sell
19,797
-2,125
-10% -$104K 0.67% 46
2023
Q3 		$1.06M Sell
21,922
-2,672
-11% -$142K 0.74% 45
2023
Q2 		$1.39M Sell
24,594
-1,178
-5% -$64.9K 0.93% 34
2023
Q1 		$1.39M Sell
25,772
-4,652
-15% -$248K 0.97% 34
2022
Q4 		$1.6M Sell
30,424
-2,373
-7% -$120K 1.2% 32
2022
Q3 		$1.55M Sell
32,797
-396
-1% -$20.5K 1.21% 31
2022
Q2 		$1.67M Buy
33,193
+2,384
+8% +$130K 1.18% 30
2022
Q1 		$1.88M Sell
30,809
-2,358
-7% -$141K 1.14% 31
2021
Q4 		$2.18M Buy
33,167
+1,330
+4% +$85.1K 1.39% 25
2021
Q3 		$2M Sell
31,837
-455
-1% -$29K 1.18% 25
2021
Q2 		$1.94M Sell
32,292
-1,584
-5% -$91.6K 1.16% 26
2021
Q1 		$1.86M Sell
33,876
-1,092
-3% -$60.6K 0.83% 28
2020
Q4 		$1.91M Sell
34,968
-240
-0.7% -$12.5K 1.33% 21
2020
Q3 		$1.76M Buy
35,208
+12
+0% +$581 1.64% 22
2020
Q2 		$1.55M Buy
35,196
+1,128
+3% +$48.2K 1.4% 21
2020
Q1 		$1.28M Buy
34,068
+1,428
+4% +$60.1K 1.42% 22
2019
Q4 		$1.44M Buy
32,640
+3,414
+12% +$144K 1.31% 27
2019
Q3 		$1.2M Sell
29,226
-528
-2% -$21.6K 1.24% 26
2019
Q2 		$1.19M Buy
29,754
+27,612
+1,289% +$1.05M 1.25% 25
2019
Q1 		$82K Buy
+2,142
New +$77.8K 0.14% 93

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

Joseph P. Lucia & Associates's IHI Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its iShares US Medical Devices ETF (IHI) stake by 23% in Q2 2026, selling an estimated $127K and leaving 8,463 shares worth $418K. The position accounts for 0.13% of the portfolio, ranked #127.

Joseph P. Lucia & Associates first reported a position in IHI in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.18M in Q4 2021. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Joseph P. Lucia & Associates held 8,463 shares of iShares US Medical Devices ETF worth $418K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 2,511 iShares US Medical Devices ETF shares in Q2 2026, an estimated $127K.
  • iShares US Medical Devices ETF made up 0.13% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #127 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares US Medical Devices ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's iShares US Medical Devices ETF position peaked at $2.18M in Q4 2021.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.