Kestra Private Wealth Services’s iShares US Medical Devices ETF IHI Stock Holding History

Kestra Private Wealth Services’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	$979K	Sell	19,808 -9,867	-33%	-$501K	0.01%	911
2026 Q1	$1.58M	Buy	29,675 +1,009	+4%	+$59.3K	0.02%	633
2025 Q4	$1.78M	Sell	28,666 -2,542	-8%	-$157K	0.02%	583
2025 Q3	$1.87M	Sell	31,208 -3,409	-10%	-$209K	0.02%	544
2025 Q2	$2.17M	Buy	34,617 +1,585	+5%	+$95.3K	0.03%	476
2025 Q1	$1.99M	Sell	33,032 -706	-2%	-$43.9K	0.03%	457
2024 Q4	$1.97M	Buy	33,738 +1,698	+5%	+$101K	0.03%	438
2024 Q3	$1.9M	Sell	32,040 -14,359	-31%	-$820K	0.03%	431
2024 Q2	$2.6M	Sell	46,399 -5,157	-10%	-$289K	0.05%	331
2024 Q1	$3.02M	Sell	51,556 -538	-1%	-$30.4K	0.07%	283
2023 Q4	$2.81M	Buy	52,094 +214	+0.4%	+$10.5K	0.07%	282
2023 Q3	$2.52M	Buy	51,880 +637	+1%	+$33.9K	0.08%	268
2023 Q2	$2.89M	Sell	51,243 -3,269	-6%	-$180K	0.1%	224
2023 Q1	$2.94M	Sell	54,512 -3,067	-5%	-$163K	0.12%	191
2022 Q4	$3.03M	Sell	57,579 -2,034	-3%	-$103K	0.15%	154
2022 Q3	$2.81M	Sell	59,613 -1,436	-2%	-$74.5K	0.16%	148
2022 Q2	$3.08M	Sell	61,049 -94,146	-61%	-$5.13M	0.18%	142
2022 Q1	$9.46M	Buy	155,195 +9,128	+6%	+$544K	0.47%	41
2021 Q4	$9.62M	Buy	146,067 +39,838	+38%	+$2.55M	0.46%	40
2021 Q3	$6.67M	Buy	106,229 +24,701	+30%	+$1.58M	0.37%	55
2021 Q2	$4.91M	Buy	81,528 +3,396	+4%	+$196K	0.3%	75
2021 Q1	$4.3M	Buy	78,132 +4,398	+6%	+$244K	0.3%	77
2020 Q4	$3.99M	Buy	73,734 +44,730	+154%	+$2.34M	0.29%	82
2020 Q3	$1.44M	Buy	+29,004	New	+$1.4M	0.13%	180

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

Kestra Private Wealth Services's IHI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares US Medical Devices ETF (IHI) stake by 33% in Q2 2026, selling an estimated $501K and leaving 19,808 shares worth $979K. The position accounts for 0.01% of the portfolio, ranked #911.

Kestra Private Wealth Services first reported a position in IHI in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.62M in Q4 2021. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Kestra Private Wealth Services held 19,808 shares of iShares US Medical Devices ETF worth $979K as of Q2 2026.
Kestra Private Wealth Services sold 9,867 iShares US Medical Devices ETF shares in Q2 2026, an estimated $501K.
iShares US Medical Devices ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #911 holding.
Kestra Private Wealth Services first reported a position in iShares US Medical Devices ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Private Wealth Services's iShares US Medical Devices ETF position peaked at $9.62M in Q4 2021.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.