Marshall & Sterling Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Marshall & Sterling Wealth 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	-60	Closed	-$3.2K	–	345
2026 Q1	$3.2K	Hold	60	–	–	﹤0.01%	277
2025 Q4	$3.73K	Sell	60 -1	-2%	-$62	﹤0.01%	273
2025 Q3	$3.6K	Sell	61 -503	-89%	-$30.8K	﹤0.01%	534
2025 Q2	$35.1K	Buy	564 +4	+0.7%	+$240	0.02%	200
2025 Q1	$33.7K	Sell	560 -6	-1%	-$373	0.02%	204
2024 Q4	$33K	Buy	+566	New	+$33.6K	0.02%	162

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

Marshall & Sterling Wealth Advisors's IHI Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 60 shares — an estimated $3.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in IHI in Q4 2024 and held it in 6 quarters. The position peaked at $35.1K in Q2 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Marshall & Sterling Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 60 iShares US Medical Devices ETF shares in Q2 2026, an estimated $3.2K.
Marshall & Sterling Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2024 and held it in 6 quarters.
Marshall & Sterling Wealth Advisors's iShares US Medical Devices ETF position peaked at $35.1K in Q2 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.