Sax Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Sax Wealth 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	$538K	Sell	10,083 -58	-0.6%	-$2.94K	0.02%	323
2026 Q1	$630K	Hold	10,141	–	–	0.03%	252
2025 Q4	$630K	Buy	10,141 +1,305	+15%	+$80.6K	0.03%	257
2025 Q3	$531K	Buy	8,836 +769	+10%	+$47K	0.03%	263
2025 Q2	$505K	Buy	8,067 +650	+9%	+$39.1K	0.03%	257
2025 Q1	$446K	Buy	7,417 +1,177	+19%	+$73.1K	0.03%	236
2024 Q4	$364K	Buy	+6,240	New	+$371K	0.03%	237

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

Sax Wealth Advisors's IHI Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 0.57% in Q2 2026, selling an estimated $2.94K and leaving 10,083 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #323.

Sax Wealth Advisors first reported a position in IHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $630K in Q1 2026. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Sax Wealth Advisors held 10,083 shares of iShares US Medical Devices ETF worth $538K as of Q2 2026.
Sax Wealth Advisors sold 58 iShares US Medical Devices ETF shares in Q2 2026, an estimated $2.94K.
iShares US Medical Devices ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #323 holding.
Sax Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 7 quarters since.
Sax Wealth Advisors's iShares US Medical Devices ETF position peaked at $630K in Q1 2026.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.