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

Montis Financial’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	$269K	Sell	5,440 -742	-12%	-$37.7K	0.06%	133
2026 Q1	$330K	Sell	6,182 -3,956	-39%	-$232K	0.07%	120
2025 Q4	$630K	Sell	10,138 -1,632	-14%	-$101K	0.12%	88
2025 Q3	$707K	Sell	11,770 -4,593	-28%	-$281K	0.16%	84
2025 Q2	$1.02M	Sell	16,363 -4,878	-23%	-$293K	0.28%	52
2025 Q1	$1.28M	Sell	21,241 -4,841	-19%	-$301K	0.38%	46
2024 Q4	$1.52M	Buy	+26,082	New	+$1.55M	0.47%	38

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

Montis Financial's IHI Position: Q2 2026 in Review

Montis Financial reduced its iShares US Medical Devices ETF (IHI) stake by 12% in Q2 2026, selling an estimated $37.7K and leaving 5,440 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #133.

Montis Financial first reported a position in IHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q4 2024. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Montis Financial held 5,440 shares of iShares US Medical Devices ETF worth $269K as of Q2 2026.
Montis Financial sold 742 iShares US Medical Devices ETF shares in Q2 2026, an estimated $37.7K.
iShares US Medical Devices ETF made up 0.06% of Montis Financial's portfolio in Q2 2026, its #133 holding.
Montis Financial first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 7 quarters since.
Montis Financial's iShares US Medical Devices ETF position peaked at $1.52M in Q4 2024.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.