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Larson Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

Larson Financial Group’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 		$342K Buy
6,927
+795
+13% +$40.4K 0.01% 664
2026
Q1 		$327K Buy
6,132
+583
+11% +$34.2K 0.01% 593
2025
Q4 		$345K Buy
5,549
+79
+1% +$4.88K 0.01% 570
2025
Q3 		$329K Buy
5,470
+694
+15% +$42.5K 0.01% 585
2025
Q2 		$299K Buy
4,776
+359
+8% +$21.6K 0.01% 573
2025
Q1 		$266K Buy
4,417
+67
+2% +$4.16K 0.01% 565
2024
Q4 		$254K Sell
4,350
-1,906
-30% -$113K 0.01% 510
2024
Q3 		$370K Buy
6,256
+2,295
+58% +$131K 0.02% 411
2024
Q2 		$222K Buy
3,961
+324
+9% +$18.1K 0.02% 435
2024
Q1 		$213K Buy
3,637
+242
+7% +$13.7K 0.02% 393
2023
Q4 		$183K Buy
3,395
+220
+7% +$10.7K 0.02% 376
2023
Q3 		$154K Buy
3,175
+540
+20% +$28.7K 0.02% 371
2023
Q2 		$149K Buy
2,635
+130
+5% +$7.16K 0.01% 367
2023
Q1 		$135K Buy
2,505
+18
+0.7% +$958 0.01% 380
2022
Q4 		$131K Sell
2,487
-60
-2% -$3.04K 0.02% 366
2022
Q3 		$120K Buy
2,547
+2,500
+5,319% +$130K 0.02% 339
2022
Q2 		$2K Buy
+47
New +$2.56K ﹤0.01% 1035
2020
Q3 		– Sell
-132
Closed -$6K – 779
2020
Q2 		$6K Hold
132
– – ﹤0.01% 452
2020
Q1 		$5K Buy
+132
New +$5.56K ﹤0.01% 366

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

Larson Financial Group's IHI Position: Q2 2026 in Review

Larson Financial Group increased its iShares US Medical Devices ETF (IHI) stake by 13% in Q2 2026, buying an estimated $40.4K and bringing the position to 6,927 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #664.

Larson Financial Group first reported a position in IHI in Q1 2020 and has held it in 19 quarters since. The position peaked at $370K in Q3 2024. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Larson Financial Group held 6,927 shares of iShares US Medical Devices ETF worth $342K as of Q2 2026.
  • Larson Financial Group bought 795 iShares US Medical Devices ETF shares in Q2 2026, an estimated $40.4K.
  • iShares US Medical Devices ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #664 holding.
  • Larson Financial Group first reported a position in iShares US Medical Devices ETF in Q1 2020 and has held it in 19 quarters since.
  • Larson Financial Group's iShares US Medical Devices ETF position peaked at $370K in Q3 2024.
  • 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.