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

Quattro Financial 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	$1.64M	Buy	+33,134	New	+$1.68M	0.35%	55
2022 Q1	–	Sell	-8,000	Closed	-$527K	–	96
2021 Q4	$527K	Sell	8,000 -10,770	-57%	-$689K	0.19%	73
2021 Q3	$1.21M	Buy	+18,770	New	+$1.2M	0.32%	57

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

Quattro Financial Advisors's IHI Position: Q2 2026 in Review

Quattro Financial Advisors opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2026: 33,134 shares worth $1.64M. The stake represents 0.35% of the portfolio and ranks #55 among its holdings. This is a return to the name: Quattro Financial Advisors previously reported a position in IHI as recently as Q4 2021.

Quattro Financial Advisors first reported a position in IHI in Q3 2021 and has held it in 3 quarters since. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Quattro Financial Advisors held 33,134 shares of iShares US Medical Devices ETF worth $1.64M as of Q2 2026.
iShares US Medical Devices ETF was a new Quattro Financial Advisors position in Q2 2026.
iShares US Medical Devices ETF made up 0.35% of Quattro Financial Advisors's portfolio in Q2 2026, its #55 holding.
Quattro Financial Advisors first reported a position in iShares US Medical Devices ETF in Q3 2021 and has held it in 3 quarters since.
502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.