N.E.W. Advisory Services’s iShares US Medical Devices ETF IHI Stock Holding History

N.E.W. Advisory Services’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	$17.9K	Hold	362	–	–	﹤0.01%	557
2026 Q1	$19.3K	Hold	362	–	–	﹤0.01%	513
2025 Q4	$22.5K	Hold	362	–	–	﹤0.01%	480
2025 Q3	$21.7K	Hold	362	–	–	﹤0.01%	450
2025 Q2	$22.7K	Hold	362	–	–	﹤0.01%	435
2025 Q1	$21.8K	Buy	+362	New	+$22.5K	﹤0.01%	481

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

N.E.W. Advisory Services's IHI Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 362 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

N.E.W. Advisory Services first reported a position in IHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.7K in Q2 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

N.E.W. Advisory Services held 362 shares of iShares US Medical Devices ETF worth $17.9K as of Q2 2026.
N.E.W. Advisory Services left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #557 holding.
N.E.W. Advisory Services first reported a position in iShares US Medical Devices ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's iShares US Medical Devices ETF position peaked at $22.7K in Q2 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.