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Montag & Associates’s iShares US Medical Devices ETF IHI Stock Holding History

Montag & Associates’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 		$105K Sell
2,120
-1,560
-42% -$79.2K ﹤0.01% 499
2026
Q1 		$196K Hold
3,680
– – 0.01% 424
2025
Q4 		$229K Hold
3,680
– – 0.01% 392
2025
Q3 		$221K Buy
3,680
+310
+9% +$19K 0.01% 385
2025
Q2 		$211K Buy
3,370
+1,300
+63% +$78.1K 0.01% 393
2025
Q1 		$125K Hold
2,070
– – 0.01% 469
2024
Q4 		$121K Buy
2,070
+250
+14% +$14.9K 0.01% 477
2024
Q3 		$108K Sell
1,820
-450
-20% -$25.7K 0.01% 494
2024
Q2 		$127K Buy
2,270
+250
+12% +$14K 0.01% 463
2024
Q1 		$118K Buy
2,020
+1,420
+237% +$80.2K 0.01% 469
2023
Q4 		$32.4K Hold
600
– – ﹤0.01% 637
2023
Q3 		$29.2K Hold
600
– – ﹤0.01% 625
2023
Q2 		$33.9K Hold
600
– – ﹤0.01% 619
2023
Q1 		$32.4K Hold
600
– – ﹤0.01% 616
2022
Q4 		$31.5K Sell
600
-900
-60% -$45.7K ﹤0.01% 609
2022
Q3 		$71K Hold
1,500
– – ﹤0.01% 484
2022
Q2 		$76K Hold
1,500
– – ﹤0.01% 472
2022
Q1 		$91K Hold
1,500
– – ﹤0.01% 481
2021
Q4 		$99K Buy
+1,500
New +$96K ﹤0.01% 483
2021
Q2 		– Sell
-1,530
Closed -$84K – 874
2021
Q1 		$84K Hold
1,530
– – ﹤0.01% 493
2020
Q4 		$83K Buy
+1,530
New +$80K 0.01% 478

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

Montag & Associates's IHI Position: Q2 2026 in Review

Montag & Associates reduced its iShares US Medical Devices ETF (IHI) stake by 42% in Q2 2026, selling an estimated $79.2K and leaving 2,120 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Montag & Associates first reported a position in IHI in Q4 2020 and has held it in 21 quarters since. The position peaked at $229K in Q4 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Montag & Associates held 2,120 shares of iShares US Medical Devices ETF worth $105K as of Q2 2026.
  • Montag & Associates sold 1,560 iShares US Medical Devices ETF shares in Q2 2026, an estimated $79.2K.
  • iShares US Medical Devices ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #499 holding.
  • Montag & Associates first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 21 quarters since.
  • Montag & Associates's iShares US Medical Devices ETF position peaked at $229K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.