Mutual Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Mutual 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	$539K	Sell	10,907 -3,206	-23%	-$163K	0.01%	906
2026 Q1	$753K	Buy	14,113 +1,133	+9%	+$66.5K	0.02%	699
2025 Q4	$807K	Sell	12,980 -904	-7%	-$55.8K	0.02%	663
2025 Q3	$863K	Sell	13,884 -1,201	-8%	-$73.5K	0.02%	630
2025 Q2	$927K	Buy	15,085 +946	+7%	+$56.9K	0.02%	542
2025 Q1	$841K	Sell	14,139 -1,591	-10%	-$98.8K	0.02%	512
2024 Q4	$969K	Sell	15,730 -3,247	-17%	-$193K	0.03%	485
2024 Q3	$1.13M	Sell	18,977 -1,501	-7%	-$85.7K	0.03%	448
2024 Q2	$1.12M	Sell	20,478 -562	-3%	-$31.5K	0.03%	448
2024 Q1	$1.23M	Sell	21,040 -45,055	-68%	-$2.54M	0.04%	415
2023 Q4	$3.57M	Buy	66,095 +36,544	+124%	+$1.79M	0.12%	169
2023 Q3	$1.43M	Sell	29,551 -1,461	-5%	-$77.7K	0.06%	327
2023 Q2	$1.75M	Buy	31,012 +3,048	+11%	+$168K	0.07%	283
2023 Q1	$1.51M	Sell	27,964 -6,621	-19%	-$352K	0.06%	315
2022 Q4	$1.82M	Sell	34,585 -4,755	-12%	-$241K	0.08%	249
2022 Q3	$1.86M	Buy	39,340 +2,869	+8%	+$149K	0.1%	206
2022 Q2	$1.84M	Buy	36,471 +3,806	+12%	+$207K	0.12%	190
2022 Q1	$1.99M	Sell	32,665 -3,002	-8%	-$179K	0.11%	212
2021 Q4	$2.35M	Sell	35,667 -459	-1%	-$29.4K	0.12%	201
2021 Q3	$2.27M	Buy	36,126 +2,328	+7%	+$149K	0.13%	188
2021 Q2	$2.03M	Sell	33,798 -1,986	-6%	-$115K	0.12%	220
2021 Q1	$1.97M	Buy	35,784 +792	+2%	+$43.9K	0.13%	185
2020 Q4	$1.91M	Buy	34,992 +13,404	+62%	+$701K	0.14%	176
2020 Q3	$1.08M	Buy	21,588 +8,748	+68%	+$424K	0.09%	232
2020 Q2	$567K	Buy	+12,840	New	+$549K	0.06%	354
2019 Q3	–	Sell	-6,360	Closed	-$255K	–	573
2019 Q2	$255K	Buy	+6,360	New	+$241K	0.03%	480
2018 Q4	–	Sell	-113,604	Closed	-$4.31M	–	458
2018 Q3	$4.31M	Buy	+113,604	New	+$4.04M	0.65%	24

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

Mutual Advisors's IHI Position: Q2 2026 in Review

Mutual Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 23% in Q2 2026, selling an estimated $163K and leaving 10,907 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #906.

Mutual Advisors first reported a position in IHI in Q3 2018 and has held it in 27 quarters since. The position peaked at $4.31M in Q3 2018. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Mutual Advisors held 10,907 shares of iShares US Medical Devices ETF worth $539K as of Q2 2026.
Mutual Advisors sold 3,206 iShares US Medical Devices ETF shares in Q2 2026, an estimated $163K.
iShares US Medical Devices ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #906 holding.
Mutual Advisors first reported a position in iShares US Medical Devices ETF in Q3 2018 and has held it in 27 quarters since.
Mutual Advisors's iShares US Medical Devices ETF position peaked at $4.31M in Q3 2018.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.