Merit Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

Merit Financial Group’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	$452K	Buy	9,148 +840	+10%	+$42.6K	﹤0.01%	1564
2026 Q1	$443K	Sell	8,308 -9,115	-52%	-$535K	﹤0.01%	1440
2025 Q4	$1.08M	Sell	17,423 -6	-0%	-$370	0.01%	911
2025 Q3	$1.05M	Buy	17,429 +8,916	+105%	+$545K	0.01%	846
2025 Q2	$533K	Sell	8,513 -560	-6%	-$33.7K	0.01%	1070
2025 Q1	$546K	Sell	9,073 -237	-3%	-$14.7K	0.01%	892
2024 Q4	$543K	Sell	9,310 -2,998	-24%	-$178K	0.01%	705
2024 Q3	$729K	Sell	12,308 -2,692	-18%	-$154K	0.02%	481
2024 Q2	$841K	Buy	15,000 +3,998	+36%	+$224K	0.02%	460
2024 Q1	$611K	Buy	+11,002	New	+$621K	0.01%	522
2023 Q4	–	Sell	-4,774	Closed	-$232K	–	800
2023 Q3	$232K	Buy	4,774 +964	+25%	+$51.3K	0.01%	664
2023 Q2	$215K	Sell	3,810 -2,761	-42%	-$152K	0.01%	685
2023 Q1	$355K	Buy	+6,571	New	+$350K	0.01%	473
2022 Q3	–	Sell	-6,487	Closed	-$327K	–	605
2022 Q2	$327K	Buy	+6,487	New	+$354K	0.01%	430

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

Merit Financial Group's IHI Position: Q2 2026 in Review

Merit Financial Group increased its iShares US Medical Devices ETF (IHI) stake by 10% in Q2 2026, buying an estimated $42.6K and bringing the position to 9,148 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Merit Financial Group first reported a position in IHI in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Merit Financial Group held 9,148 shares of iShares US Medical Devices ETF worth $452K as of Q2 2026.
Merit Financial Group bought 840 iShares US Medical Devices ETF shares in Q2 2026, an estimated $42.6K.
iShares US Medical Devices ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1564 holding.
Merit Financial Group first reported a position in iShares US Medical Devices ETF in Q2 2022 and has held it in 14 quarters since.
Merit Financial Group's iShares US Medical Devices ETF position peaked at $1.08M in Q4 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.