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

Spire 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	$144K	Sell	2,909 -2,963	-50%	-$150K	﹤0.01%	881
2026 Q1	$313K	Sell	5,872 -1,131	-16%	-$66.4K	0.01%	660
2025 Q4	$435K	Sell	7,003 -527	-7%	-$32.5K	0.01%	572
2025 Q3	$452K	Sell	7,530 -2,493	-25%	-$152K	0.02%	554
2025 Q2	$628K	Sell	10,023 -1,092	-10%	-$65.6K	0.02%	460
2025 Q1	$669K	Sell	11,115 -886	-7%	-$55K	0.02%	493
2024 Q4	$700K	Buy	12,001 +38	+0.3%	+$2.26K	0.02%	478
2024 Q3	$708K	Sell	11,963 -624	-5%	-$35.6K	0.02%	452
2024 Q2	$705K	Sell	12,587 -1,745	-12%	-$97.7K	0.02%	420
2024 Q1	$840K	Buy	14,332 +109	+0.8%	+$6.16K	0.02%	413
2023 Q4	$788K	Sell	14,223 -2,537	-15%	-$124K	0.03%	414
2023 Q3	$813K	Sell	16,760 -14,323	-46%	-$762K	0.03%	377
2023 Q2	$1.75M	Sell	31,083 -3,459	-10%	-$191K	0.06%	254
2023 Q1	$1.86M	Buy	34,542 +16,358	+90%	+$871K	0.07%	234
2022 Q4	$956K	Sell	18,184 -2,699	-13%	-$137K	0.05%	238
2022 Q3	$985K	Sell	20,883 -83,737	-80%	-$4.34M	0.06%	213
2022 Q2	$5.28M	Buy	104,620 +66,453	+174%	+$3.62M	0.22%	118
2022 Q1	$2.33M	Sell	38,167 -5,868	-13%	-$350K	0.06%	245
2021 Q4	$2.9M	Buy	44,035 +2,155	+5%	+$138K	0.06%	254
2021 Q3	$2.63M	Sell	41,880 -2,166	-5%	-$138K	0.07%	241
2021 Q2	$2.65M	Sell	44,046 -29,016	-40%	-$1.68M	0.07%	241
2021 Q1	$3.99M	Buy	+73,062	New	+$4.05M	0.11%	182

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

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

Spire Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 50% in Q2 2026, selling an estimated $150K and leaving 2,909 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Spire Wealth Management first reported a position in IHI in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.28M in Q2 2022. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Spire Wealth Management held 2,909 shares of iShares US Medical Devices ETF worth $144K as of Q2 2026.
Spire Wealth Management sold 2,963 iShares US Medical Devices ETF shares in Q2 2026, an estimated $150K.
iShares US Medical Devices ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #881 holding.
Spire Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares US Medical Devices ETF position peaked at $5.28M in Q2 2022.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.