Sequoia Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Sequoia Financial 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	$847K	Sell	17,145 -993	-5%	-$50.4K	﹤0.01%	1026
2026 Q1	$968K	Sell	18,138 -10,504	-37%	-$617K	0.01%	913
2025 Q4	$1.78M	Sell	28,642 -2,393	-8%	-$148K	0.01%	620
2025 Q3	$1.86M	Sell	31,035 -1,595	-5%	-$97.6K	0.01%	556
2025 Q2	$2.04M	Sell	32,630 -2,395	-7%	-$144K	0.01%	465
2025 Q1	$2.11M	Sell	35,025 -2,504	-7%	-$156K	0.02%	425
2024 Q4	$2.19M	Sell	37,529 -1,697	-4%	-$101K	0.02%	387
2024 Q3	$2.32M	Sell	39,226 -2,924	-7%	-$167K	0.02%	348
2024 Q2	$2.36M	Sell	42,150 -1,211	-3%	-$67.8K	0.03%	295
2024 Q1	$2.54M	Sell	43,361 -1,243	-3%	-$70.2K	0.03%	290
2023 Q4	$2.41M	Sell	44,604 -8,155	-15%	-$398K	0.03%	316
2023 Q3	$2.56M	Sell	52,759 -2,137	-4%	-$114K	0.04%	205
2023 Q2	$3.1M	Sell	54,896 -1,782	-3%	-$98.1K	0.05%	194
2023 Q1	$3.06M	Sell	56,678 -3,402	-6%	-$181K	0.07%	174
2022 Q4	$3.16M	Sell	60,080 -2,174	-3%	-$110K	0.08%	162
2022 Q3	$2.94M	Sell	62,254 -5,939	-9%	-$308K	0.09%	140
2022 Q2	$3.44M	Sell	68,193 -11,918	-15%	-$650K	0.1%	140
2022 Q1	$4.88M	Buy	80,111 +5,554	+7%	+$331K	0.12%	119
2021 Q4	$4.91M	Buy	74,557 +62,815	+535%	+$4.02M	0.13%	113
2021 Q3	$737K	Sell	11,742 -58,500	-83%	-$3.73M	0.07%	126
2021 Q2	$4.23M	Buy	70,242 +834	+1%	+$48.2K	0.15%	101
2021 Q1	$3.82M	Buy	69,408 +1,872	+3%	+$104K	0.16%	90
2020 Q4	$3.68M	Buy	67,536 +5,196	+8%	+$272K	0.17%	86
2020 Q3	$3.11M	Buy	62,340 +15,942	+34%	+$772K	0.16%	82
2020 Q2	$2.05M	Buy	46,398 +5,022	+12%	+$215K	0.12%	91
2020 Q1	$1.55M	Buy	41,376 +11,634	+39%	+$490K	0.11%	91
2019 Q4	$1.31M	Buy	29,742 +14,532	+96%	+$611K	0.08%	123
2019 Q3	$627K	Buy	15,210 +5,394	+55%	+$221K	0.05%	172
2019 Q2	$394K	Buy	+9,816	New	+$372K	0.03%	233

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

Sequoia Financial Advisors's IHI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 5.5% in Q2 2026, selling an estimated $50.4K and leaving 17,145 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Sequoia Financial Advisors first reported a position in IHI in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.91M in Q4 2021. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Sequoia Financial Advisors held 17,145 shares of iShares US Medical Devices ETF worth $847K as of Q2 2026.
Sequoia Financial Advisors sold 993 iShares US Medical Devices ETF shares in Q2 2026, an estimated $50.4K.
iShares US Medical Devices ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1026 holding.
Sequoia Financial Advisors first reported a position in iShares US Medical Devices ETF in Q2 2019 and has held it in 29 quarters since.
Sequoia Financial Advisors's iShares US Medical Devices ETF position peaked at $4.91M in Q4 2021.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.