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

Morris Financial Concepts’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	-50	Closed	-$2.67K	–	205
2026 Q1	$2.67K	Sell	50 -20	-29%	-$1.17K	﹤0.01%	192
2025 Q4	$4.35K	Sell	70 -30	-30%	-$1.85K	﹤0.01%	182
2025 Q3	$6.01K	Sell	100 -9	-8%	-$551	﹤0.01%	183
2025 Q2	$6.83K	Hold	109	–	–	﹤0.01%	180
2025 Q1	$6.56K	Sell	109 -30	-22%	-$1.86K	﹤0.01%	180
2024 Q4	$8.11K	Hold	139	–	–	﹤0.01%	164
2024 Q3	$8.23K	Hold	139	–	–	﹤0.01%	171
2024 Q2	$7.79K	Hold	139	–	–	﹤0.01%	141
2024 Q1	$8.14K	Sell	139 -10	-7%	-$565	﹤0.01%	138
2023 Q4	$8.04K	Hold	149	–	–	﹤0.01%	136
2023 Q3	$7.23K	Hold	149	–	–	﹤0.01%	128
2023 Q2	$8.41K	Hold	149	–	–	0.01%	130
2023 Q1	$8.04K	Sell	149 -10	-6%	-$532	0.01%	127
2022 Q4	$8.36K	Sell	159 -105	-40%	-$5.33K	0.01%	120
2022 Q3	$12K	Hold	264	–	–	0.01%	90
2022 Q2	$13K	Hold	264	–	–	0.01%	98
2022 Q1	$16K	Buy	+264	New	+$15.7K	0.01%	94

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

Morris Financial Concepts's IHI Position: Q2 2026 in Review

Morris Financial Concepts sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 50 shares — an estimated $2.67K sold.

Morris Financial Concepts first reported a position in IHI in Q1 2022 and held it in 17 quarters. The position peaked at $16K in Q1 2022. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Morris Financial Concepts reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
Morris Financial Concepts sold 50 iShares US Medical Devices ETF shares in Q2 2026, an estimated $2.67K.
Morris Financial Concepts first reported a position in iShares US Medical Devices ETF in Q1 2022 and held it in 17 quarters.
Morris Financial Concepts's iShares US Medical Devices ETF position peaked at $16K in Q1 2022.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.