SFS
IHI icon

Sowell Financial Services’s iShares US Medical Devices ETF IHI Stock Holding History

Sowell Financial Services’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 		$423K Sell
8,566
-2,382
-22% -$121K 0.01% 715
2026
Q1 		$584K Buy
10,948
+47
+0.4% +$2.76K 0.02% 591
2025
Q4 		$678K Buy
10,901
+308
+3% +$19K 0.02% 555
2025
Q3 		$636K Sell
10,593
-323
-3% -$19.8K 0.02% 564
2025
Q2 		$684K Sell
10,916
-3,609
-25% -$217K 0.03% 524
2025
Q1 		$874K Buy
14,525
+2,148
+17% +$133K 0.04% 422
2024
Q4 		$722K Sell
12,377
-5,991
-33% -$356K 0.04% 366
2024
Q3 		$1.09M Sell
18,368
-2,541
-12% -$145K 0.05% 328
2024
Q2 		$1.17M Sell
20,909
-2,286
-10% -$128K 0.06% 315
2024
Q1 		$1.36M Sell
23,195
-17,418
-43% -$984K 0.06% 299
2023
Q4 		$2.19M Sell
40,613
-1,225
-3% -$59.8K 0.12% 190
2023
Q3 		$2.03M Sell
41,838
-1,915
-4% -$102K 0.13% 181
2023
Q2 		$2.47M Buy
43,753
+21,742
+99% +$1.2M 0.14% 174
2023
Q1 		$1.19M Sell
22,011
-24,733
-53% -$1.32M 0.09% 267
2022
Q4 		$2.46M Buy
46,744
+24,252
+108% +$1.23M 0.16% 153
2022
Q3 		$1.06M Buy
+22,492
New +$1.17M 0.11% 229
2022
Q1 		– Sell
-22,012
Closed -$1.45M – 322
2021
Q4 		$1.45M Sell
22,012
-1,930
-8% -$124K 0.08% 261
2021
Q3 		$1.5M Buy
+23,942
New +$1.53M 0.1% 227
2021
Q2 		– Sell
-58,998
Closed -$3.42M – 1558
2021
Q1 		$3.42M Buy
58,998
+3,660
+7% +$203K 0.12% 167
2020
Q4 		$3.02M Buy
55,338
+4,002
+8% +$209K 0.13% 141
2020
Q3 		$2.56M Buy
51,336
+3,072
+6% +$149K 0.13% 141
2020
Q2 		$2.13M Buy
48,264
+23,640
+96% +$1.01M 0.12% 165
2020
Q1 		$925K Sell
24,624
-26,226
-52% -$1.1M 0.07% 262
2019
Q4 		$2.24M Buy
50,850
+20,724
+69% +$871K 0.17% 129
2019
Q3 		$1.24M Buy
+30,126
New +$1.23M 0.1% 212

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sowell Financial Services's IHI Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares US Medical Devices ETF (IHI) stake by 22% in Q2 2026, selling an estimated $121K and leaving 8,566 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #715.

Sowell Financial Services first reported a position in IHI in Q3 2019 and has held it in 25 quarters since. The position peaked at $3.42M in Q1 2021. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Sowell Financial Services held 8,566 shares of iShares US Medical Devices ETF worth $423K as of Q2 2026.
  • Sowell Financial Services sold 2,382 iShares US Medical Devices ETF shares in Q2 2026, an estimated $121K.
  • iShares US Medical Devices ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #715 holding.
  • Sowell Financial Services first reported a position in iShares US Medical Devices ETF in Q3 2019 and has held it in 25 quarters since.
  • Sowell Financial Services's iShares US Medical Devices ETF position peaked at $3.42M in Q1 2021.
  • 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.