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Legend Capital Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Legend Capital 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 		– Sell
-300
Closed -$16K – 103
2026
Q1 		$16K Buy
+300
New +$17.6K 0.01% 143

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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

Legend Capital Advisors's IHI Position: Q2 2026 in Review

Legend Capital Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 300 shares — an estimated $16K sold.

Legend Capital Advisors first reported a position in IHI in Q1 2026 and held it in 1 quarter. The position peaked at $16K in Q1 2026. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Legend Capital Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
  • Legend Capital Advisors sold 300 iShares US Medical Devices ETF shares in Q2 2026, an estimated $16K.
  • Legend Capital Advisors first reported a position in iShares US Medical Devices ETF in Q1 2026 and held it in 1 quarter.
  • Legend Capital Advisors's iShares US Medical Devices ETF position peaked at $16K in Q1 2026.
  • 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Legend Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.