Mount Yale Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Mount Yale Investment Advisors’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 Q1	$261K	Buy	+4,889	New	+$287K	0.01%	954
2021 Q2	–	Sell	-13,584	Closed	-$748K	–	434
2021 Q1	$748K	Sell	13,584 -5,280	-28%	-$293K	0.1%	219
2020 Q4	$1.03M	Buy	18,864 +1,248	+7%	+$65.2K	0.14%	165
2020 Q3	$880K	Buy	17,616 +408	+2%	+$19.8K	0.13%	165
2020 Q2	$759K	Buy	+17,208	New	+$735K	0.14%	161

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mount Yale Investment Advisors's IHI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares US Medical Devices ETF (IHI) in Q1 2026: 4,889 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IHI as recently as Q1 2021.

Mount Yale Investment Advisors first reported a position in IHI in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2020. 506 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

Mount Yale Investment Advisors held 4,889 shares of iShares US Medical Devices ETF worth $261K as of Q1 2026.
iShares US Medical Devices ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares US Medical Devices ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #954 holding.
Mount Yale Investment Advisors first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 5 quarters since.
Mount Yale Investment Advisors's iShares US Medical Devices ETF position peaked at $1.03M in Q4 2020.
506 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.