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

Lido 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
2024 Q4	–	Sell	-3,600	Closed	-$213K	–	1546
2024 Q3	$213K	Hold	3,600	–	–	﹤0.01%	1308
2024 Q2	$202K	Hold	3,600	–	–	﹤0.01%	1285
2024 Q1	$211K	Hold	3,600	–	–	﹤0.01%	1241
2023 Q4	$194K	Hold	3,600	–	–	﹤0.01%	1227
2023 Q3	$175K	Hold	3,600	–	–	﹤0.01%	1093
2023 Q2	$203K	Hold	3,600	–	–	﹤0.01%	1096
2023 Q1	$194K	Hold	3,600	–	–	﹤0.01%	1014
2022 Q4	$189K	Buy	+3,600	New	+$183K	﹤0.01%	903
2022 Q3	–	Sell	-6,300	Closed	-$317K	–	992
2022 Q2	$317K	Hold	6,300	–	–	﹤0.01%	717
2022 Q1	$384K	Buy	+6,300	New	+$376K	﹤0.01%	712

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

Lido Advisors's IHI Position: Q2 2026 in Review

Lido Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 2.7% in Q2 2026, selling an estimated $19.5K and leaving 13,809 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Lido Advisors first reported a position in IHI in Q1 2017 and has held it in 26 quarters since. The position peaked at $3.59M in Q2 2017. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Lido Advisors held 13,809 shares of iShares US Medical Devices ETF worth $682K as of Q2 2026.
Lido Advisors sold 384 iShares US Medical Devices ETF shares in Q2 2026, an estimated $19.5K.
iShares US Medical Devices ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1302 holding.
Lido Advisors first reported a position in iShares US Medical Devices ETF in Q1 2017 and has held it in 26 quarters since.
Lido Advisors's iShares US Medical Devices ETF position peaked at $3.59M in Q2 2017.
502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.