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

Kingswood 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	$773K	Buy	15,654 +2,650	+20%	+$135K	0.03%	485
2026 Q1	$694K	Buy	13,004 +3,035	+30%	+$178K	0.03%	465
2025 Q4	$620K	Sell	9,969 -1,784	-15%	-$110K	0.03%	471
2025 Q3	$706K	Buy	11,753 +3,364	+40%	+$206K	0.04%	388
2025 Q2	$525K	Buy	8,389 +2,534	+43%	+$152K	0.04%	395
2025 Q1	$352K	Sell	5,855 -1,151	-16%	-$71.5K	0.03%	487
2024 Q4	$409K	Buy	+7,006	New	+$416K	0.03%	506
2024 Q2	–	Sell	-5,181	Closed	-$304K	–	692
2024 Q1	$304K	Sell	5,181 -702	-12%	-$39.6K	0.04%	473
2023 Q4	$318K	Buy	5,883 +483	+9%	+$23.6K	0.04%	454
2023 Q3	$262K	Buy	5,400 +1,449	+37%	+$77K	0.04%	346
2023 Q2	$223K	Buy	+3,951	New	+$218K	0.07%	236

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

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

Kingswood Wealth Advisors increased its iShares US Medical Devices ETF (IHI) stake by 20% in Q2 2026, buying an estimated $135K and bringing the position to 15,654 shares worth $773K. The position accounts for 0.03% of the portfolio, ranked #485.

Kingswood Wealth Advisors first reported a position in IHI in Q2 2023 and has held it in 11 quarters since. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Kingswood Wealth Advisors held 15,654 shares of iShares US Medical Devices ETF worth $773K as of Q2 2026.
Kingswood Wealth Advisors bought 2,650 iShares US Medical Devices ETF shares in Q2 2026, an estimated $135K.
iShares US Medical Devices ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #485 holding.
Kingswood Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q2 2023 and has held it in 11 quarters since.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.