Segment Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Segment Wealth 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	$2.91M	Buy	58,821 +1,145	+2%	+$58.1K	0.15%	102
2026 Q1	$3.08M	Sell	57,676 -5,710	-9%	-$335K	0.18%	90
2025 Q4	$3.94M	Sell	63,386 -430	-0.7%	-$26.5K	0.23%	83
2025 Q3	$3.83M	Sell	63,816 -37,724	-37%	-$2.31M	0.23%	83
2025 Q2	$6.36M	Sell	101,540 -2,895	-3%	-$174K	0.4%	66
2025 Q1	$6.29M	Sell	104,435 -2,437	-2%	-$151K	0.43%	65
2024 Q4	$6.24M	Buy	106,872 +7,355	+7%	+$437K	0.43%	68
2024 Q3	$5.89M	Sell	99,517 -4,840	-5%	-$276K	0.41%	67
2024 Q2	$5.85M	Sell	104,357 -161	-0.2%	-$9.01K	0.43%	65
2024 Q1	$6.12M	Buy	104,518 +1,417	+1%	+$80K	0.47%	64
2023 Q4	$5.56M	Sell	103,101 -12,680	-11%	-$619K	0.49%	62
2023 Q3	$5.62M	Sell	115,781 -2,926	-2%	-$156K	0.57%	61
2023 Q2	$6.7M	Sell	118,707 -2,658	-2%	-$146K	0.69%	57
2023 Q1	$6.55M	Sell	121,365 -2,149	-2%	-$114K	0.74%	51
2022 Q4	$6.49M	Sell	123,514 -2,344	-2%	-$119K	0.75%	51
2022 Q3	$5.94M	Buy	125,858 +32,169	+34%	+$1.67M	0.74%	54
2022 Q2	$4.73M	Buy	93,689 +794	+0.9%	+$43.3K	0.6%	59
2022 Q1	$5.66M	Buy	92,895 +2,430	+3%	+$145K	0.58%	63
2021 Q4	$5.96M	Buy	90,465 +3,599	+4%	+$230K	0.62%	61
2021 Q3	$5.45M	Buy	86,866 +1,600	+2%	+$102K	0.65%	60
2021 Q2	$5.13M	Buy	85,266 +3,360	+4%	+$194K	0.61%	63
2021 Q1	$4.51M	Buy	81,906 +108	+0.1%	+$5.99K	0.6%	62
2020 Q4	$4.46M	Buy	81,798 +2,658	+3%	+$139K	0.64%	59
2020 Q3	$3.95M	Buy	79,140 +2,706	+4%	+$131K	0.64%	58
2020 Q2	$3.37M	Buy	76,434 +120	+0.2%	+$5.13K	0.62%	61
2020 Q1	$2.87M	Buy	76,314 +990	+1%	+$41.7K	0.64%	55
2019 Q4	$3.32M	Buy	75,324 +768	+1%	+$32.3K	0.56%	62
2019 Q3	$3.07M	Buy	74,556 +5,286	+8%	+$216K	0.6%	61
2019 Q2	$2.78M	Sell	69,270 -66,900	-49%	-$2.53M	0.57%	63
2019 Q1	$5.25M	Buy	136,170 +70,866	+109%	+$2.57M	1.11%	27
2018 Q4	$2.17M	Sell	65,304 -7,470	-10%	-$259K	0.55%	65
2018 Q3	$2.76M	Buy	+72,774	New	+$2.59M	0.6%	63

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

VAS

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Segment Wealth Management's IHI Position: Q2 2026 in Review

Segment Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 2% in Q2 2026, buying an estimated $58.1K and bringing the position to 58,821 shares worth $2.91M. The position accounts for 0.15% of the portfolio, ranked #102.

Segment Wealth Management first reported a position in IHI in Q3 2018 and has held it in 32 quarters since. The position peaked at $6.7M in Q2 2023. 88 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Segment Wealth Management held 58,821 shares of iShares US Medical Devices ETF worth $2.91M as of Q2 2026.
Segment Wealth Management bought 1,145 iShares US Medical Devices ETF shares in Q2 2026, an estimated $58.1K.
iShares US Medical Devices ETF made up 0.15% of Segment Wealth Management's portfolio in Q2 2026, its #102 holding.
Segment Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2018 and has held it in 32 quarters since.
Segment Wealth Management's iShares US Medical Devices ETF position peaked at $6.7M in Q2 2023.
88 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.