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

Resurgent 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	$570K	Buy	11,533 +602	+6%	+$30.6K	0.16%	141
2026 Q1	$583K	Buy	10,931 +1,608	+17%	+$94.4K	0.21%	117
2025 Q4	$579K	Buy	9,323 +2,706	+41%	+$167K	0.29%	99
2025 Q3	$398K	Buy	+6,617	New	+$405K	0.2%	144
2024 Q1	–	Sell	-704	Closed	-$38K	–	330
2023 Q4	$38K	Sell	704 -20	-3%	-$977	0.02%	383
2023 Q3	$35.1K	Hold	724	–	–	0.02%	385
2023 Q2	$40.9K	Hold	724	–	–	0.03%	362
2023 Q1	$39.1K	Sell	724 -71	-9%	-$3.78K	0.03%	375
2022 Q4	$41.8K	Buy	+795	New	+$40.3K	0.02%	465

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

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

Resurgent Financial Advisors increased its iShares US Medical Devices ETF (IHI) stake by 5.5% in Q2 2026, buying an estimated $30.6K and bringing the position to 11,533 shares worth $570K. The position accounts for 0.16% of the portfolio, ranked #141.

Resurgent Financial Advisors first reported a position in IHI in Q4 2022 and has held it in 9 quarters since. The position peaked at $583K in Q1 2026. 505 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Resurgent Financial Advisors held 11,533 shares of iShares US Medical Devices ETF worth $570K as of Q2 2026.
Resurgent Financial Advisors bought 602 iShares US Medical Devices ETF shares in Q2 2026, an estimated $30.6K.
iShares US Medical Devices ETF made up 0.16% of Resurgent Financial Advisors's portfolio in Q2 2026, its #141 holding.
Resurgent Financial Advisors first reported a position in iShares US Medical Devices ETF in Q4 2022 and has held it in 9 quarters since.
Resurgent Financial Advisors's iShares US Medical Devices ETF position peaked at $583K in Q1 2026.
505 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.