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S&A Financial Services’s iShares US Medical Devices ETF IHI Stock Holding History

S&A Financial Services’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 		– Sell
-24,106
Closed -$1.29M – 90
2026
Q1 		$1.29M Buy
+24,106
New +$1.42M 0.88% 32

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

S&A Financial Services's IHI Position: Q2 2026 in Review

S&A Financial Services sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 24,106 shares — an estimated $1.29M sold.

S&A Financial Services first reported a position in IHI in Q1 2026 and held it in 1 quarter. The position peaked at $1.29M in Q1 2026. 498 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • S&A Financial Services reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
  • S&A Financial Services sold 24,106 iShares US Medical Devices ETF shares in Q2 2026, an estimated $1.29M.
  • S&A Financial Services first reported a position in iShares US Medical Devices ETF in Q1 2026 and held it in 1 quarter.
  • S&A Financial Services's iShares US Medical Devices ETF position peaked at $1.29M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.