Sage Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

Sage Capital Management’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	$438K	Sell	8,868 -496	-5%	-$25.2K	0.17%	106
2026 Q1	$500K	Buy	9,364 +168	+2%	+$9.87K	0.23%	85
2025 Q4	$572K	Buy	9,196 +1	+0%	+$62	0.26%	78
2025 Q3	$552K	Buy	9,195 +8	+0.1%	+$489	0.25%	82
2025 Q2	$575K	Sell	9,187 -108	-1%	-$6.49K	0.28%	75
2025 Q1	$559K	Buy	9,295 +5	+0.1%	+$311	0.3%	73
2024 Q4	$542K	Sell	9,290 -1,074	-10%	-$63.8K	0.27%	82
2024 Q3	$614K	Buy	10,364 +11	+0.1%	+$628	0.29%	76
2024 Q2	$580K	Buy	10,353 +8	+0.1%	+$448	0.3%	74
2024 Q1	$606K	Buy	10,345 +3	+0%	+$169	0.33%	74
2023 Q4	$558K	Buy	+10,342	New	+$505K	0.33%	75

Other funds holding IHI

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Sage Capital Management's IHI Position: Q2 2026 in Review

Sage Capital Management reduced its iShares US Medical Devices ETF (IHI) stake by 5.3% in Q2 2026, selling an estimated $25.2K and leaving 8,868 shares worth $438K. The position accounts for 0.17% of the portfolio, ranked #106.

Sage Capital Management first reported a position in IHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $614K in Q3 2024. 146 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Sage Capital Management held 8,868 shares of iShares US Medical Devices ETF worth $438K as of Q2 2026.
Sage Capital Management sold 496 iShares US Medical Devices ETF shares in Q2 2026, an estimated $25.2K.
iShares US Medical Devices ETF made up 0.17% of Sage Capital Management's portfolio in Q2 2026, its #106 holding.
Sage Capital Management first reported a position in iShares US Medical Devices ETF in Q4 2023 and has held it in 11 quarters since.
Sage Capital Management's iShares US Medical Devices ETF position peaked at $614K in Q3 2024.
146 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.