Sound View Wealth Advisors Group’s iShares US Medical Devices ETF IHI Stock Holding History

Sound View Wealth Advisors Group’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	$280K	Sell	5,675 -51	-0.9%	-$2.59K	0.02%	373
2026 Q1	$305K	Buy	5,726 +47	+0.8%	+$2.76K	0.02%	339
2025 Q4	$353K	Sell	5,679 -124	-2%	-$7.66K	0.02%	324
2025 Q3	$349K	Sell	5,803 -152	-3%	-$9.3K	0.02%	330
2025 Q2	$373K	Sell	5,955 -19	-0.3%	-$1.14K	0.03%	315
2025 Q1	$360K	Sell	5,974 -1,542	-21%	-$95.8K	0.03%	309
2024 Q4	$439K	Buy	7,516 +1,580	+27%	+$93.9K	0.04%	274
2024 Q3	$352K	Buy	5,936 +344	+6%	+$19.6K	0.03%	310
2024 Q2	$313K	Buy	5,592 +45	+0.8%	+$2.52K	0.03%	292
2024 Q1	$325K	Sell	5,547 -1,548	-22%	-$87.4K	0.03%	294
2023 Q4	$383K	Buy	7,095 +1,634	+30%	+$79.8K	0.04%	268
2023 Q3	$265K	Sell	5,461 -746	-12%	-$39.7K	0.03%	308
2023 Q2	$350K	Buy	6,207 +94	+2%	+$5.18K	0.05%	268
2023 Q1	$330K	Sell	6,113 -982	-14%	-$52.3K	0.05%	272
2022 Q4	$383K	Buy	+7,095	New	+$360K	0.04%	268

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

Sound View Wealth Advisors Group's IHI Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares US Medical Devices ETF (IHI) stake by 0.89% in Q2 2026, selling an estimated $2.59K and leaving 5,675 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #373.

Sound View Wealth Advisors Group first reported a position in IHI in Q4 2022 and has held it in 15 quarters since. The position peaked at $439K in Q4 2024. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Sound View Wealth Advisors Group held 5,675 shares of iShares US Medical Devices ETF worth $280K as of Q2 2026.
Sound View Wealth Advisors Group sold 51 iShares US Medical Devices ETF shares in Q2 2026, an estimated $2.59K.
iShares US Medical Devices ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #373 holding.
Sound View Wealth Advisors Group first reported a position in iShares US Medical Devices ETF in Q4 2022 and has held it in 15 quarters since.
Sound View Wealth Advisors Group's iShares US Medical Devices ETF position peaked at $439K in Q4 2024.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.