Key Financial Inc’s iShares US Medical Devices ETF IHI Stock Holding History

Key Financial Inc’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	$35.3K	Buy	715 +1	+0.1%	+$51	0.01%	607
2026 Q1	$38.1K	Hold	714	–	–	0.01%	589
2025 Q4	$44.3K	Buy	714 +1	+0.1%	+$62	0.01%	546
2025 Q3	$42.4K	Buy	713 +1	+0.1%	+$61	0.01%	559
2025 Q2	$44.6K	Sell	712 -256	-26%	-$15.4K	0.01%	521
2025 Q1	$58.2K	Buy	968 +257	+36%	+$16K	0.01%	459
2024 Q4	$41.5K	Buy	711 +1	+0.1%	+$59	0.01%	506
2024 Q3	$42.1K	Buy	710 +1	+0.1%	+$57	0.01%	506
2024 Q2	$39.8K	Hold	709	–	–	0.01%	497
2024 Q1	$41.5K	Buy	709 +1	+0.1%	+$56	0.01%	467
2023 Q4	$38.2K	Buy	708 +2	+0.3%	+$98	0.01%	468
2023 Q3	$34.2K	Hold	706	–	–	0.01%	469
2023 Q2	$39.9K	Buy	706 +1	+0.1%	+$55	0.01%	446
2023 Q1	$38.1K	Buy	705 +615	+683%	+$32.7K	0.01%	433
2022 Q4	$4.25K	Hold	90	–	–	﹤0.01%	819
2022 Q3	$4K	Hold	90	–	–	﹤0.01%	831
2022 Q2	$5K	Buy	90 +6	+7%	+$327	﹤0.01%	791
2022 Q1	$5K	Hold	84	–	–	﹤0.01%	791
2021 Q4	$6K	Hold	84	–	–	﹤0.01%	681
2021 Q3	$5K	Sell	84 -420	-83%	-$26.8K	﹤0.01%	703
2021 Q2	$5K	Buy	504 +420	+500%	+$24.3K	﹤0.01%	685
2021 Q1	$5K	Hold	84	–	–	﹤0.01%	596
2020 Q4	$5K	Buy	+84	New	+$4.39K	﹤0.01%	554
2020 Q2	–	Sell	-84	Closed	-$3K	–	346
2020 Q1	$3K	Buy	+84	New	+$3.54K	﹤0.01%	560

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

Key Financial Inc's IHI Position: Q2 2026 in Review

Key Financial Inc increased its iShares US Medical Devices ETF (IHI) stake by 0.14% in Q2 2026, buying an estimated $51 and bringing the position to 715 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #607.

Key Financial Inc first reported a position in IHI in Q1 2020 and has held it in 24 quarters since. The position peaked at $58.2K in Q1 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Key Financial Inc held 715 shares of iShares US Medical Devices ETF worth $35.3K as of Q2 2026.
Key Financial Inc bought 1 iShares US Medical Devices ETF share in Q2 2026, an estimated $51.
iShares US Medical Devices ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #607 holding.
Key Financial Inc first reported a position in iShares US Medical Devices ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's iShares US Medical Devices ETF position peaked at $58.2K in Q1 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.