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Strategic Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Strategic Advisors’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 		– Sell
-3,876
Closed -$207K – 174
2026
Q1 		$207K Hold
3,876
– – 0.03% 177
2025
Q4 		$241K Hold
3,876
– – 0.04% 171
2025
Q3 		$233K Hold
3,876
– – 0.04% 173
2025
Q2 		$243K Sell
3,876
-840
-18% -$50.5K 0.05% 154
2025
Q1 		$284K Sell
4,716
-1,888
-29% -$117K 0.05% 161
2024
Q4 		$385K Sell
6,604
-1,116
-14% -$66.3K 0.07% 150
2024
Q3 		$457K Sell
7,720
-2,370
-23% -$135K 0.09% 147
2024
Q2 		$565K Hold
10,090
– – 0.11% 130
2024
Q1 		$591K Sell
10,090
-200
-2% -$11.3K 0.12% 128
2023
Q4 		$555K Hold
10,290
– – 0.11% 134
2023
Q3 		$499K Hold
10,290
– – 0.1% 139
2023
Q2 		$581K Sell
10,290
-28
-0.3% -$1.54K 0.11% 131
2023
Q1 		$557K Hold
10,318
– – 0.11% 133
2022
Q4 		$542K Buy
10,318
+4
+0% +$203 0.12% 123
2022
Q3 		$486K Sell
10,314
-264
-2% -$13.7K 0.11% 127
2022
Q2 		$533K Sell
10,578
-150
-1% -$8.18K 0.11% 126
2022
Q1 		$653K Hold
10,728
– – 0.11% 127
2021
Q4 		$706K Sell
10,728
-1,152
-10% -$73.7K 0.1% 128
2021
Q3 		$745K Buy
11,880
+24
+0.2% +$1.53K 0.16% 120
2021
Q2 		$713K Buy
11,856
+162
+1% +$9.37K 0.19% 101
2021
Q1 		$643K Sell
11,694
-600
-5% -$33.3K 0.19% 94
2020
Q4 		$688K Hold
12,294
– – 0.2% 89
2020
Q3 		$619K Sell
12,294
-1,062
-8% -$51.4K 0.21% 92
2020
Q2 		$648K Buy
+13,356
New +$571K 0.24% 81

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

Strategic Advisors's IHI Position: Q2 2026 in Review

Strategic Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 3,876 shares — an estimated $207K sold.

Strategic Advisors first reported a position in IHI in Q2 2020 and held it in 24 quarters. The position peaked at $745K in Q3 2021. 505 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Strategic Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Advisors sold 3,876 iShares US Medical Devices ETF shares in Q2 2026, an estimated $207K.
  • Strategic Advisors first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 24 quarters.
  • Strategic Advisors's iShares US Medical Devices ETF position peaked at $745K in Q3 2021.
  • 505 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.