LRI Investments’s iShares US Medical Devices ETF IHI Stock Holding History

LRI Investments’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	$555K	Hold	11,241	–	–	0.04%	182
2026 Q1	$600K	Hold	11,241	–	–	0.05%	161
2025 Q4	$699K	Sell	11,241 -150	-1%	-$9.26K	0.06%	145
2025 Q3	$684K	Hold	11,391	–	–	0.06%	152
2025 Q2	$714K	Hold	11,391	–	–	0.06%	139
2025 Q1	$686K	Hold	11,391	–	–	0.07%	137
2024 Q4	$665K	Hold	11,391	–	–	0.06%	113
2024 Q3	$677K	Buy	11,391 +11,241	+7,494%	+$642K	0.07%	120
2024 Q2	$8.41K	Hold	150	–	–	﹤0.01%	788
2024 Q1	$8.79K	Buy	+150	New	+$8.47K	﹤0.01%	533

Other funds holding IHI

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

LRI Investments's IHI Position: Q2 2026 in Review

LRI Investments held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 11,241 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #182.

LRI Investments first reported a position in IHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $714K in Q2 2025. 65 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

LRI Investments held 11,241 shares of iShares US Medical Devices ETF worth $555K as of Q2 2026.
LRI Investments left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up 0.04% of LRI Investments's portfolio in Q2 2026, its #182 holding.
LRI Investments first reported a position in iShares US Medical Devices ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's iShares US Medical Devices ETF position peaked at $714K in Q2 2025.
65 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.