L.J. Altfest & Co’s iShares US Medical Devices ETF IHI Stock Holding History

L.J. Altfest & Co’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	$7.77M	Buy	157,345 +55,065	+54%	+$2.8M	0.75%	32
2026 Q1	$5.46M	Buy	102,280 +95,950	+1,516%	+$5.63M	0.58%	35
2025 Q4	$393K	Buy	6,330 +1,137	+22%	+$70.2K	0.04%	250
2025 Q3	$312K	Sell	5,193 -80,199	-94%	-$4.91M	0.03%	281
2025 Q2	$5.35M	Sell	85,392 -19,396	-19%	-$1.17M	0.63%	35
2025 Q1	$6.31M	Buy	104,788 +50,892	+94%	+$3.16M	0.79%	31
2024 Q4	$3.14M	Buy	53,896 +18,651	+53%	+$1.11M	0.4%	52
2024 Q3	$2.09M	Sell	35,245 -38,077	-52%	-$2.17M	0.28%	64
2024 Q2	$4.11M	Sell	73,322 -5,441	-7%	-$305K	0.56%	35
2024 Q1	$4.62M	Buy	78,763 +1,383	+2%	+$78.1K	0.65%	32
2023 Q4	$4.18M	Buy	77,380 +12,510	+19%	+$611K	0.61%	35
2023 Q3	$3.15M	Buy	+64,870	New	+$3.45M	0.5%	36
2023 Q2	–	Sell	-4,730	Closed	-$255K	–	299
2023 Q1	$255K	Sell	4,730 -70,638	-94%	-$3.76M	0.04%	246
2022 Q4	$3.96M	Sell	75,368 -19,111	-20%	-$970K	0.66%	32
2022 Q3	$4.46M	Buy	94,479 +73,786	+357%	+$3.83M	0.84%	21
2022 Q2	$1.04M	Buy	20,693 +1,514	+8%	+$82.5K	0.19%	85
2022 Q1	$1.17M	Sell	19,179 -127,780	-87%	-$7.62M	0.21%	76
2021 Q4	$9.68M	Buy	146,959 +136,170	+1,262%	+$8.72M	1.85%	12
2021 Q3	$677K	Buy	10,789 +217	+2%	+$13.8K	0.14%	111
2021 Q2	$636K	Buy	+10,572	New	+$611K	0.14%	113
2020 Q2	–	Sell	-16,014	Closed	-$601K	–	223
2020 Q1	$601K	Buy	+16,014	New	+$674K	0.19%	90
2019 Q2	–	Sell	-39,270	Closed	-$1.51M	–	194
2019 Q1	$1.51M	Sell	39,270 -18,198	-32%	-$661K	0.37%	44
2018 Q4	$1.91M	Buy	57,468 +18,750	+48%	+$649K	0.53%	30
2018 Q3	$1.47M	Buy	38,718 +174	+0.5%	+$6.18K	0.43%	43
2018 Q2	$1.29M	Buy	38,544 +14,922	+63%	+$486K	0.48%	44
2018 Q1	$728K	Buy	23,622 +354	+2%	+$10.9K	0.31%	76
2017 Q4	$673K	Sell	23,268 -19,032	-45%	-$549K	0.26%	90
2017 Q3	$1.18M	Buy	+42,300	New	+$1.17M	0.57%	48

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

L.J. Altfest & Co's IHI Position: Q2 2026 in Review

L.J. Altfest & Co increased its iShares US Medical Devices ETF (IHI) stake by 54% in Q2 2026, buying an estimated $2.8M and bringing the position to 157,345 shares worth $7.77M. The position accounts for 0.75% of the portfolio, ranked #32.

L.J. Altfest & Co first reported a position in IHI in Q3 2017 and has held it in 28 quarters since. The position peaked at $9.68M in Q4 2021. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

L.J. Altfest & Co held 157,345 shares of iShares US Medical Devices ETF worth $7.77M as of Q2 2026.
L.J. Altfest & Co bought 55,065 iShares US Medical Devices ETF shares in Q2 2026, an estimated $2.8M.
iShares US Medical Devices ETF made up 0.75% of L.J. Altfest & Co's portfolio in Q2 2026, its #32 holding.
L.J. Altfest & Co first reported a position in iShares US Medical Devices ETF in Q3 2017 and has held it in 28 quarters since.
L.J. Altfest & Co's iShares US Medical Devices ETF position peaked at $9.68M in Q4 2021.
502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.