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Safeguard Investment Advisory Group’s iShares US Medical Devices ETF IHI Stock Holding History

Safeguard Investment Advisory Group’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 		$4.77M Sell
96,571
-4,546
-4% -$231K 1.1% 14
2026
Q1 		$5.39M Sell
101,117
-6,228
-6% -$366K 1.49% 11
2025
Q4 		$6.67M Sell
107,345
-5,911
-5% -$365K 1.71% 10
2025
Q3 		$6.8M Sell
113,256
-9,676
-8% -$592K 1.69% 8
2025
Q2 		$7.7M Sell
122,932
-2,608
-2% -$157K 1.92% 8
2025
Q1 		$7.56M Sell
125,540
-1,253
-1% -$77.8K 2.05% 7
2024
Q4 		$7.4M Buy
126,793
+2,660
+2% +$158K 2.03% 7
2024
Q3 		$7.35M Buy
124,133
+4,605
+4% +$263K 2.1% 7
2024
Q2 		$6.7M Buy
119,528
+9,050
+8% +$507K 2.08% 7
2024
Q1 		$6.47M Buy
110,478
+5,627
+5% +$318K 2.2% 7
2023
Q4 		$5.66M Buy
104,851
+3,483
+3% +$170K 2.13% 7
2023
Q3 		$4.92M Buy
101,368
+2,846
+3% +$151K 2.14% 7
2023
Q2 		$5.56M Sell
98,522
-3,184
-3% -$175K 2.37% 7
2023
Q1 		$5.49M Sell
101,706
-29,098
-22% -$1.55M 2.64% 7
2022
Q4 		$6.88M Buy
130,804
+6,034
+5% +$306K 4.24% 4
2022
Q3 		$5.89M Buy
124,770
+11,404
+10% +$592K 4.03% 4
2022
Q2 		$6.91M Hold
113,366
– – 4.25% 3
2022
Q1 		$6.91M Buy
113,366
+2,669
+2% +$159K 4.72% 3
2021
Q4 		$7.29M Buy
110,697
+5,387
+5% +$345K 4.25% 5
2021
Q3 		$6.61M Buy
105,310
+6,424
+6% +$410K 4.28% 4
2021
Q2 		$5.95M Buy
98,886
+11,400
+13% +$659K 4.24% 6
2021
Q1 		$4.82M Buy
87,486
+35,778
+69% +$1.98M 4.3% 6
2020
Q4 		$2.82M Buy
+51,708
New +$2.7M 2.5% 6

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

Safeguard Investment Advisory Group's IHI Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its iShares US Medical Devices ETF (IHI) stake by 4.5% in Q2 2026, selling an estimated $231K and leaving 96,571 shares worth $4.77M. The position accounts for 1.1% of the portfolio, ranked #14.

Safeguard Investment Advisory Group first reported a position in IHI in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.7M in Q2 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Safeguard Investment Advisory Group held 96,571 shares of iShares US Medical Devices ETF worth $4.77M as of Q2 2026.
  • Safeguard Investment Advisory Group sold 4,546 iShares US Medical Devices ETF shares in Q2 2026, an estimated $231K.
  • iShares US Medical Devices ETF made up 1.1% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #14 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's iShares US Medical Devices ETF position peaked at $7.7M in Q2 2025.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.