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

Primoris Wealth 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	$294K	Sell	5,955 -232	-4%	-$11.8K	0.13%	106
2026 Q1	$330K	Buy	6,187 +1	+0%	+$59	0.23%	70
2025 Q4	$385K	Hold	6,186	–	–	0.23%	78
2025 Q3	$372K	Sell	6,186 -500	-7%	-$30.6K	0.24%	77
2025 Q2	$419K	Sell	6,686 -300	-4%	-$18K	0.29%	66
2025 Q1	$420K	Hold	6,986	–	–	0.33%	66
2024 Q4	$408K	Sell	6,986 -250	-3%	-$14.9K	0.31%	62
2024 Q3	$429K	Buy	7,236 +1	+0%	+$57	0.31%	71
2024 Q2	$405K	Hold	7,235	–	–	0.32%	70
2024 Q1	$424K	Sell	7,235 -100	-1%	-$5.65K	0.34%	66
2023 Q4	$396K	Sell	7,335 -18,000	-71%	-$879K	0.37%	61
2023 Q3	$1.23M	Sell	25,335 -250	-1%	-$13.3K	1.48%	25
2023 Q2	$1.44M	Sell	25,585 -99	-0.4%	-$5.45K	1.58%	23
2023 Q1	$1.39M	Hold	25,684	–	–	1.71%	22
2022 Q4	$1.35M	Sell	25,684 -727	-3%	-$36.9K	2.08%	16
2022 Q3	$1.24M	Sell	26,411 -5,416	-17%	-$281K	2.22%	14
2022 Q2	$1.6M	Sell	31,827 -400	-1%	-$21.8K	2.3%	14
2022 Q1	$1.96M	Sell	32,227 -2,600	-7%	-$155K	1.83%	18
2021 Q4	$2.3M	Buy	+34,827	New	+$2.23M	1.85%	21

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

Primoris Wealth Advisors's IHI Position: Q2 2026 in Review

Primoris Wealth Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 3.7% in Q2 2026, selling an estimated $11.8K and leaving 5,955 shares worth $294K. The position accounts for 0.13% of the portfolio, ranked #106.

Primoris Wealth Advisors first reported a position in IHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.3M in Q4 2021. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Primoris Wealth Advisors held 5,955 shares of iShares US Medical Devices ETF worth $294K as of Q2 2026.
Primoris Wealth Advisors sold 232 iShares US Medical Devices ETF shares in Q2 2026, an estimated $11.8K.
iShares US Medical Devices ETF made up 0.13% of Primoris Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Primoris Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 19 quarters since.
Primoris Wealth Advisors's iShares US Medical Devices ETF position peaked at $2.3M in Q4 2021.
502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.