Paragon Financial Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Paragon Financial Partners’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	$773K	Sell	14,723 -2,188	-13%	-$111K	0.41%	39
2026 Q1	$919K	Sell	16,911 -1,426	-8%	-$83.7K	0.52%	34
2025 Q4	$1.14M	Sell	18,337 -242	-1%	-$14.9K	0.7%	25
2025 Q3	$1.12M	Sell	18,579 -72	-0.4%	-$4.4K	0.7%	24
2025 Q2	$1.17M	Buy	18,651 +7	+0%	+$421	0.8%	22
2025 Q1	$1.12M	Buy	18,644 +3	+0%	+$186	0.88%	23
2024 Q4	$1.09M	Buy	18,641 +1,657	+10%	+$98.5K	0.82%	23
2024 Q3	$1.01M	Sell	16,984 -1,464	-8%	-$83.6K	0.74%	26
2024 Q2	$1.03M	Sell	18,448 -417	-2%	-$23.3K	0.81%	21
2024 Q1	$1.11M	Sell	18,865 -600	-3%	-$33.9K	0.91%	20
2023 Q4	$1.05M	Buy	19,465 +1,111	+6%	+$54.3K	1.01%	19
2023 Q3	$890K	Buy	18,354 +901	+5%	+$47.9K	0.92%	18
2023 Q2	$985K	Sell	17,453 -495	-3%	-$27.3K	0.93%	19
2023 Q1	$969K	Sell	17,948 -50	-0.3%	-$2.66K	1.01%	17
2022 Q4	$946K	Sell	17,998 -3,412	-16%	-$173K	1.05%	19
2022 Q3	$1.01M	Sell	21,410 -1,530	-7%	-$79.4K	1.14%	16
2022 Q2	$1.16M	Sell	22,940 -1,121	-5%	-$61.1K	1.19%	15
2022 Q1	$1.47M	Sell	24,061 -249	-1%	-$14.8K	1.28%	15
2021 Q4	$1.6M	Buy	+24,310	New	+$1.56M	1.31%	14

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

Paragon Financial Partners's IHI Position: Q2 2026 in Review

Paragon Financial Partners reduced its iShares US Medical Devices ETF (IHI) stake by 13% in Q2 2026, selling an estimated $111K and leaving 14,723 shares worth $773K. The position accounts for 0.41% of the portfolio, ranked #39.

Paragon Financial Partners first reported a position in IHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.6M in Q4 2021. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Paragon Financial Partners held 14,723 shares of iShares US Medical Devices ETF worth $773K as of Q2 2026.
Paragon Financial Partners sold 2,188 iShares US Medical Devices ETF shares in Q2 2026, an estimated $111K.
iShares US Medical Devices ETF made up 0.41% of Paragon Financial Partners's portfolio in Q2 2026, its #39 holding.
Paragon Financial Partners first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 19 quarters since.
Paragon Financial Partners's iShares US Medical Devices ETF position peaked at $1.6M in Q4 2021.
502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.