Steward Partners Investment Advisory’s iShares US Medical Devices ETF IHI Stock Holding History

Steward Partners Investment Advisory’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	$1.64M	Sell	33,111 -399	-1%	-$20.3K	0.01%	1025
2026 Q1	$1.79M	Buy	33,510 +11,520	+52%	+$677K	0.01%	904
2025 Q4	$1.37M	Buy	21,990 +77	+0.4%	+$4.75K	0.01%	928
2025 Q3	$1.32M	Sell	21,913 -1,803	-8%	-$110K	0.01%	937
2025 Q2	$1.49M	Buy	23,716 +3,090	+15%	+$186K	0.01%	823
2025 Q1	$1.24M	Sell	20,626 -2,073	-9%	-$129K	0.01%	824
2024 Q4	$1.32M	Sell	22,699 -1,036	-4%	-$61.6K	0.01%	776
2024 Q3	$1.41M	Sell	23,735 -1,215	-5%	-$69.4K	0.01%	745
2024 Q2	$1.4M	Sell	24,950 -6,912	-22%	-$387K	0.01%	700
2024 Q1	$1.87M	Buy	31,862 +3,645	+13%	+$206K	0.02%	602
2023 Q4	$1.52M	Sell	28,217 -26,667	-49%	-$1.3M	0.02%	584
2023 Q3	$2.66M	Sell	54,884 -10,289	-16%	-$547K	0.04%	393
2023 Q2	$3.68M	Buy	65,173 +1,891	+3%	+$104K	0.06%	326
2023 Q1	$3.42M	Sell	63,282 -4,554	-7%	-$242K	0.05%	336
2022 Q4	$3.57M	Sell	67,836 -1,828	-3%	-$92.8K	0.06%	320
2022 Q3	$3.29M	Buy	69,664 +2,475	+4%	+$128K	0.06%	310
2022 Q2	$3.39M	Buy	67,189 +5,479	+9%	+$299K	0.06%	306
2022 Q1	$3.76M	Sell	61,710 -21,676	-26%	-$1.29M	0.06%	323
2021 Q4	$5.49M	Sell	83,386 -4,689	-5%	-$300K	0.08%	249
2021 Q3	$5.53M	Buy	88,075 +3,211	+4%	+$205K	0.1%	236
2021 Q2	$5.11M	Sell	84,864 -43,908	-34%	-$2.54M	0.09%	244
2021 Q1	$7.09M	Buy	128,772 +15,582	+14%	+$864K	0.12%	174
2020 Q4	$6.17M	Buy	113,190 +7,140	+7%	+$373K	0.13%	166
2020 Q3	$5.3M	Buy	106,050 +25,698	+32%	+$1.24M	0.13%	175
2020 Q2	$3.55M	Buy	80,352 +31,944	+66%	+$1.37M	0.1%	213
2020 Q1	$1.82M	Sell	48,408 -4,632	-9%	-$195K	0.07%	275
2019 Q4	$2.34M	Buy	53,040 +18,396	+53%	+$773K	0.07%	283
2019 Q3	$1.43M	Buy	34,644 +9,414	+37%	+$385K	0.05%	335
2019 Q2	$1.01M	Buy	25,230 +2,922	+13%	+$111K	0.04%	387
2019 Q1	$861K	Sell	22,308 -2,238	-9%	-$81.3K	0.04%	396
2018 Q4	$817K	Sell	24,546 -66	-0.3%	-$2.29K	0.04%	375
2018 Q3	$933K	Buy	24,612 +2,034	+9%	+$72.3K	0.04%	362
2018 Q2	$755K	Buy	22,578 +21,792	+2,773%	+$710K	0.05%	359
2018 Q1	$24K	Hold	786	–	–	﹤0.01%	1263
2017 Q4	$22K	Buy	786 +636	+424%	+$18.3K	﹤0.01%	1082
2017 Q3	$4K	Buy	+150	New	+$4.15K	﹤0.01%	1354

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

Steward Partners Investment Advisory's IHI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares US Medical Devices ETF (IHI) stake by 1.2% in Q2 2026, selling an estimated $20.3K and leaving 33,111 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #1025.

Steward Partners Investment Advisory first reported a position in IHI in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.09M in Q1 2021. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Steward Partners Investment Advisory held 33,111 shares of iShares US Medical Devices ETF worth $1.64M as of Q2 2026.
Steward Partners Investment Advisory sold 399 iShares US Medical Devices ETF shares in Q2 2026, an estimated $20.3K.
iShares US Medical Devices ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1025 holding.
Steward Partners Investment Advisory first reported a position in iShares US Medical Devices ETF in Q3 2017 and has held it in 36 quarters since.
Steward Partners Investment Advisory's iShares US Medical Devices ETF position peaked at $7.09M in Q1 2021.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.