Mark Sheptoff Financial Planning’s iShares US Medical Devices ETF IHI Stock Holding History

Mark Sheptoff Financial Planning’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	$22.2K	Hold	450	–	–	0.01%	274
2026 Q1	$22.4K	Hold	450	–	–	0.01%	264
2025 Q4	$28K	Hold	450	–	–	0.01%	244
2025 Q3	$27K	Hold	450	–	–	0.01%	246
2025 Q2	$28.2K	Hold	450	–	–	0.02%	236
2025 Q1	$27.1K	Hold	450	–	–	0.01%	222
2024 Q4	$26.3K	Hold	450	–	–	0.01%	233
2024 Q3	$26.6K	Hold	450	–	–	0.01%	223
2024 Q2	$25.2K	Hold	450	–	–	0.01%	240
2024 Q1	$26.4K	Hold	450	–	–	0.01%	219
2023 Q4	$24.3K	Hold	450	–	–	0.01%	213
2023 Q3	$21.8K	Hold	450	–	–	0.01%	201
2023 Q2	$25.4K	Hold	450	–	–	0.01%	206
2023 Q1	$24.3K	Hold	450	–	–	0.01%	205
2022 Q4	$23.7K	Hold	450	–	–	0.01%	207
2022 Q3	$21K	Hold	450	–	–	0.01%	202
2022 Q2	$23K	Hold	450	–	–	0.01%	211
2022 Q1	$27K	Hold	450	–	–	0.01%	221
2021 Q4	$30K	Hold	450	–	–	0.01%	221
2021 Q3	$28K	Hold	450	–	–	0.02%	215
2021 Q2	$27K	Hold	450	–	–	0.01%	244
2021 Q1	$25K	Buy	+450	New	+$25K	0.01%	214

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

Mark Sheptoff Financial Planning's IHI Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 450 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #274.

Mark Sheptoff Financial Planning first reported a position in IHI in Q1 2021 and has held it in 22 quarters since. The position peaked at $30K in Q4 2021. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Mark Sheptoff Financial Planning held 450 shares of iShares US Medical Devices ETF worth $22.2K as of Q2 2026.
Mark Sheptoff Financial Planning left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #274 holding.
Mark Sheptoff Financial Planning first reported a position in iShares US Medical Devices ETF in Q1 2021 and has held it in 22 quarters since.
Mark Sheptoff Financial Planning's iShares US Medical Devices ETF position peaked at $30K in Q4 2021.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.