Shufro Rose & Co’s iShares US Medical Devices ETF IHI Stock Holding History

Shufro Rose & Co’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	$292K	Hold	5,900	–	–	0.02%	243
2026 Q1	$315K	Hold	5,900	–	–	0.02%	231
2025 Q4	$367K	Hold	5,900	–	–	0.02%	207
2025 Q3	$355K	Hold	5,900	–	–	0.03%	219
2025 Q2	$355K	Hold	5,900	–	–	0.03%	213
2025 Q1	$355K	Hold	5,900	–	–	0.03%	219
2024 Q4	$344K	Sell	5,900 -2,100	-26%	-$125K	0.03%	213
2024 Q3	$448K	Hold	8,000	–	–	0.04%	185
2024 Q2	$448K	Buy	8,000 +500	+7%	+$28K	0.04%	185
2024 Q1	$439K	Buy	7,500 +1,000	+15%	+$56.5K	0.04%	192
2023 Q4	$315K	Sell	6,500 -700	-10%	-$34.2K	0.03%	212
2023 Q3	$349K	Hold	7,200	–	–	0.03%	202
2023 Q2	$407K	Hold	7,200	–	–	0.04%	191
2023 Q1	$389K	Buy	7,200 +700	+11%	+$37.3K	0.04%	195
2022 Q4	$342K	Hold	6,500	–	–	0.03%	214
2022 Q3	$307K	Buy	+6,500	New	+$337K	0.03%	221
2022 Q2	–	Sell	-3,350	Closed	-$204K	–	337
2022 Q1	$204K	Buy	+3,350	New	+$200K	0.02%	283

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

Shufro Rose & Co's IHI Position: Q2 2026 in Review

Shufro Rose & Co held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 5,900 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #243.

Shufro Rose & Co first reported a position in IHI in Q1 2022 and has held it in 17 quarters since. The position peaked at $448K in Q3 2024. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Shufro Rose & Co held 5,900 shares of iShares US Medical Devices ETF worth $292K as of Q2 2026.
Shufro Rose & Co left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #243 holding.
Shufro Rose & Co first reported a position in iShares US Medical Devices ETF in Q1 2022 and has held it in 17 quarters since.
Shufro Rose & Co's iShares US Medical Devices ETF position peaked at $448K in Q3 2024.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.