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Money Concepts Capital’s iShares US Medical Devices ETF IHI Stock Holding History

Money Concepts Capital’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
-3,808
Closed -$203K – 648
2026
Q1 		$203K Sell
3,808
-361
-9% -$21.2K 0.01% 550
2025
Q4 		$259K Sell
4,169
-1,010
-20% -$62.4K 0.01% 460
2025
Q3 		$311K Sell
5,179
-214
-4% -$13.1K 0.02% 387
2025
Q2 		$338K Buy
5,393
+44
+0.8% +$2.64K 0.02% 356
2025
Q1 		$322K Sell
5,349
-346
-6% -$21.5K 0.02% 344
2024
Q4 		$332K Buy
5,695
+565
+11% +$33.6K 0.02% 336
2024
Q3 		$304K Buy
5,130
+537
+12% +$30.7K 0.02% 348
2024
Q2 		$257K Sell
4,593
-318
-6% -$17.8K 0.02% 345
2024
Q1 		$288K Buy
4,911
+389
+9% +$22K 0.03% 338
2023
Q4 		$244K Buy
+4,522
New +$221K 0.02% 350
2023
Q3 		– Sell
-3,870
Closed -$218K – 365
2023
Q2 		$218K Sell
3,870
-6,315
-62% -$348K 0.02% 346
2023
Q1 		$222K Sell
10,185
-18,746
-65% -$998K 0.01% 397
2022
Q4 		$1.52M Buy
28,931
+26,387
+1,037% +$1.34M 0.07% 221
2022
Q3 		$120K Sell
2,544
-19
-0.7% -$986 0.01% 541
2022
Q2 		$132K Sell
2,563
-29,962
-92% -$1.63M 0.01% 509
2022
Q1 		$1.98M Buy
32,525
+30,649
+1,634% +$1.83M 0.11% 194
2021
Q4 		$124K Buy
+1,876
New +$120K 0.01% 531
2021
Q1 		$102K Buy
1,854
+30
+2% +$1.66K 0.01% 517
2020
Q4 		$100K Buy
+1,824
New +$95.3K 0.01% 466

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

Money Concepts Capital's IHI Position: Q2 2026 in Review

Money Concepts Capital sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 3,808 shares — an estimated $203K sold.

Money Concepts Capital first reported a position in IHI in Q4 2020 and held it in 19 quarters. The position peaked at $1.98M in Q1 2022. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Money Concepts Capital reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
  • Money Concepts Capital sold 3,808 iShares US Medical Devices ETF shares in Q2 2026, an estimated $203K.
  • Money Concepts Capital first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 19 quarters.
  • Money Concepts Capital's iShares US Medical Devices ETF position peaked at $1.98M in Q1 2022.
  • 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.