McElhenny Sheffield Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

McElhenny Sheffield Capital Management’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	$205K	Hold	4,158	–	–	0.05%	105
2026 Q1	$222K	Hold	4,158	–	–	0.06%	89
2025 Q4	$258K	Hold	4,158	–	–	0.06%	86
2025 Q3	$250K	Sell	4,158 -150	-3%	-$9.18K	0.06%	96
2025 Q2	$270K	Hold	4,308	–	–	0.07%	89
2025 Q1	$259K	Sell	4,308 -810	-16%	-$50.3K	0.1%	90
2024 Q4	$299K	Hold	5,118	–	–	0.1%	82
2024 Q3	$303K	Sell	5,118 -300	-6%	-$17.1K	0.1%	86
2024 Q2	$304K	Sell	5,418 -120	-2%	-$6.72K	0.1%	75
2024 Q1	$324K	Sell	5,538 -210	-4%	-$11.9K	0.12%	76
2023 Q4	$310K	Hold	5,748	–	–	0.13%	69
2023 Q3	$279K	Buy	5,748 +400	+7%	+$21.3K	0.14%	74
2023 Q2	$302K	Hold	5,348	–	–	0.13%	68
2023 Q1	$289K	Sell	5,348 -36	-0.7%	-$1.92K	0.15%	71
2022 Q4	$283K	Buy	5,384 +20	+0.4%	+$1.01K	0.13%	67
2022 Q3	$253K	Sell	5,364 -750	-12%	-$38.9K	0.19%	71
2022 Q2	$308K	Sell	6,114 -300	-5%	-$16.4K	0.14%	72
2022 Q1	$391K	Sell	6,414 -222	-3%	-$13.2K	0.14%	75
2021 Q4	$437K	Hold	6,636	–	–	0.16%	75
2021 Q3	$417K	Buy	+6,636	New	+$423K	0.19%	82

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

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BRWA

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

McElhenny Sheffield Capital Management's IHI Position: Q2 2026 in Review

McElhenny Sheffield Capital Management held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 4,158 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #105.

McElhenny Sheffield Capital Management first reported a position in IHI in Q3 2021 and has held it in 20 quarters since. The position peaked at $437K in Q4 2021. 126 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

McElhenny Sheffield Capital Management held 4,158 shares of iShares US Medical Devices ETF worth $205K as of Q2 2026.
McElhenny Sheffield Capital Management left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up 0.05% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #105 holding.
McElhenny Sheffield Capital Management first reported a position in iShares US Medical Devices ETF in Q3 2021 and has held it in 20 quarters since.
McElhenny Sheffield Capital Management's iShares US Medical Devices ETF position peaked at $437K in Q4 2021.
126 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.