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 Q2	$212K	Sell	4,286 -603	-12%	-$30.6K	﹤0.01%	1126
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 $1.89T 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

Mount Yale Investment Advisors's IHI Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 12% in Q2 2026, selling an estimated $30.6K and leaving 4,286 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Mount Yale Investment Advisors first reported a position in IHI in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2020. 504 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Mount Yale Investment Advisors held 4,286 shares of iShares US Medical Devices ETF worth $212K as of Q2 2026.
Mount Yale Investment Advisors sold 603 iShares US Medical Devices ETF shares in Q2 2026, an estimated $30.6K.
iShares US Medical Devices ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1126 holding.
Mount Yale Investment Advisors first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 6 quarters since.
Mount Yale Investment Advisors's iShares US Medical Devices ETF position peaked at $1.03M in Q4 2020.
504 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.