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Mason & Associates (California)’s iShares US Medical Devices ETF IHI Stock Holding History

Mason & Associates (California)’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 		$244K Sell
4,944
-533
-10% -$27.1K 0.04% 154
2026
Q1 		$288K Buy
5,477
+533
+11% +$31.3K 0.06% 135
2025
Q4 		$307K Hold
4,944
– – 0.06% 135
2025
Q3 		$297K Hold
4,944
– – 0.06% 109
2025
Q2 		$310K Hold
4,944
– – 0.07% 94
2025
Q1 		$298K Sell
4,944
-42,593
-90% -$2.65M 0.07% 90
2024
Q4 		$2.77M Sell
47,537
-556
-1% -$33K 0.65% 27
2024
Q3 		$2.85M Sell
48,093
-23,841
-33% -$1.36M 0.71% 23
2024
Q2 		$4.03M Sell
71,934
-604
-0.8% -$33.8K 1.07% 22
2024
Q1 		$4.25M Buy
72,538
+4,933
+7% +$279K 1.13% 20
2023
Q4 		$3.65M Buy
67,605
+352
+0.5% +$17.2K 1.07% 14
2023
Q3 		$3.26M Buy
67,253
+1,689
+3% +$89.8K 1.04% 17
2023
Q2 		$3.7M Buy
65,564
+1,817
+3% +$100K 1.09% 15
2023
Q1 		$3.44M Sell
63,747
-702
-1% -$37.4K 1.05% 15
2022
Q4 		$3.39M Sell
64,449
-1,425
-2% -$72.3K 1.08% 16
2022
Q3 		$3.11M Buy
65,874
+1,206
+2% +$62.6K 1.1% 18
2022
Q2 		$3.26M Sell
64,668
-74,550
-54% -$4.06M 1.15% 19
2022
Q1 		$8.49M Buy
139,218
+925
+0.7% +$55.1K 2.59% 13
2021
Q4 		$9.11M Buy
+138,293
New +$8.85M 2.77% 13

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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

Mason & Associates (California)'s IHI Position: Q2 2026 in Review

Mason & Associates (California) reduced its iShares US Medical Devices ETF (IHI) stake by 9.7% in Q2 2026, selling an estimated $27.1K and leaving 4,944 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #154.

Mason & Associates (California) first reported a position in IHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.11M in Q4 2021. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Mason & Associates (California) held 4,944 shares of iShares US Medical Devices ETF worth $244K as of Q2 2026.
  • Mason & Associates (California) sold 533 iShares US Medical Devices ETF shares in Q2 2026, an estimated $27.1K.
  • iShares US Medical Devices ETF made up 0.04% of Mason & Associates (California)'s portfolio in Q2 2026, its #154 holding.
  • Mason & Associates (California) first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 19 quarters since.
  • Mason & Associates (California)'s iShares US Medical Devices ETF position peaked at $9.11M in Q4 2021.
  • 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.