Pacific Sun Financial’s iShares US Medical Devices ETF IHI Stock Holding History

Pacific Sun Financial’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	$1.04M	Sell	21,026 -1,875	-8%	-$95.2K	0.43%	69
2026 Q1	$1.22M	Sell	22,901 -66	-0.3%	-$3.88K	0.59%	48
2025 Q4	$1.43M	Sell	22,967 -225	-1%	-$13.9K	0.69%	39
2025 Q3	$1.39M	Buy	23,192 +874	+4%	+$53.5K	0.67%	40
2025 Q2	$1.4M	Sell	22,318 -210	-0.9%	-$12.6K	0.73%	37
2025 Q1	$1.36M	Buy	22,528 +166	+0.7%	+$10.3K	0.77%	37
2024 Q4	$1.3M	Sell	22,362 -208	-0.9%	-$12.4K	0.71%	38
2024 Q3	$1.34M	Sell	22,570 -1,787	-7%	-$102K	0.74%	38
2024 Q2	$1.36M	Sell	24,357 -620	-2%	-$34.7K	0.81%	37
2024 Q1	$1.46M	Sell	24,977 -222	-0.9%	-$12.5K	0.85%	35
2023 Q4	$1.36M	Sell	25,199 -915	-4%	-$44.7K	0.86%	33
2023 Q3	$1.27M	Buy	26,114 +923	+4%	+$49.1K	0.88%	35
2023 Q2	$1.36M	Buy	+25,191	New	+$1.39M	0.91%	33
2022 Q4	$1.3M	Sell	24,726 -978	-4%	-$49.6K	0.92%	33
2022 Q3	$1.21M	Sell	25,704 -1,760	-6%	-$91.3K	0.85%	34
2022 Q2	$1.39M	Buy	27,464 +2,752	+11%	+$150K	0.91%	32
2022 Q1	$1.51M	Buy	24,712 +4,524	+22%	+$270K	0.83%	35
2021 Q4	$1.33M	Buy	20,188 +2,530	+14%	+$162K	0.71%	46
2021 Q3	$1.11M	Buy	+17,658	New	+$1.13M	0.64%	51
2020 Q3	$579K	Buy	11,604 +666	+6%	+$32.3K	0.48%	69
2020 Q2	$483K	Buy	10,938 +1,050	+11%	+$44.9K	0.44%	79
2020 Q1	$371K	Buy	9,888 +1,728	+21%	+$72.8K	0.43%	84
2019 Q4	$359K	Buy	8,160 +30	+0.4%	+$1.26K	0.32%	100
2019 Q3	$335K	Buy	8,130 +210	+3%	+$8.6K	0.32%	103
2019 Q2	$318K	Buy	+7,920	New	+$300K	0.3%	106

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

Pacific Sun Financial's IHI Position: Q2 2026 in Review

Pacific Sun Financial reduced its iShares US Medical Devices ETF (IHI) stake by 8.2% in Q2 2026, selling an estimated $95.2K and leaving 21,026 shares worth $1.04M. The position accounts for 0.43% of the portfolio, ranked #69.

Pacific Sun Financial first reported a position in IHI in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.51M in Q1 2022. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Pacific Sun Financial held 21,026 shares of iShares US Medical Devices ETF worth $1.04M as of Q2 2026.
Pacific Sun Financial sold 1,875 iShares US Medical Devices ETF shares in Q2 2026, an estimated $95.2K.
iShares US Medical Devices ETF made up 0.43% of Pacific Sun Financial's portfolio in Q2 2026, its #69 holding.
Pacific Sun Financial first reported a position in iShares US Medical Devices ETF in Q2 2019 and has held it in 25 quarters since.
Pacific Sun Financial's iShares US Medical Devices ETF position peaked at $1.51M in Q1 2022.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.