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

Summit Financial’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	$384K	Sell	7,780 -7,265	-48%	-$369K	﹤0.01%	1203
2026 Q1	$803K	Buy	15,045 +4,452	+42%	+$261K	0.01%	854
2025 Q4	$658K	Sell	10,593 -2,623	-20%	-$162K	0.01%	801
2025 Q3	$794K	Buy	13,216 +1,350	+11%	+$82.6K	0.01%	723
2025 Q2	$743K	Buy	11,866 +2,821	+31%	+$170K	0.02%	482
2025 Q1	$544K	Buy	9,045 +185	+2%	+$11.5K	0.02%	490
2024 Q4	$517K	Sell	8,860 -216	-2%	-$12.8K	0.02%	447
2024 Q3	$537K	Buy	9,076 +924	+11%	+$52.8K	0.02%	361
2024 Q2	$457K	Sell	8,152 -71	-0.9%	-$3.97K	0.02%	340
2024 Q1	$482K	Buy	8,223 +963	+13%	+$54.4K	0.03%	263
2023 Q4	$392K	Sell	7,260 -258	-3%	-$12.6K	0.03%	273
2023 Q3	$365K	Hold	7,518	–	–	0.03%	274
2023 Q2	$424K	Buy	+7,518	New	+$414K	0.03%	249

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

Summit Financial's IHI Position: Q2 2026 in Review

Summit Financial reduced its iShares US Medical Devices ETF (IHI) stake by 48% in Q2 2026, selling an estimated $369K and leaving 7,780 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Summit Financial first reported a position in IHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $803K in Q1 2026. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Summit Financial held 7,780 shares of iShares US Medical Devices ETF worth $384K as of Q2 2026.
Summit Financial sold 7,265 iShares US Medical Devices ETF shares in Q2 2026, an estimated $369K.
iShares US Medical Devices ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1203 holding.
Summit Financial first reported a position in iShares US Medical Devices ETF in Q2 2023 and has held it in 13 quarters since.
Summit Financial's iShares US Medical Devices ETF position peaked at $803K in Q1 2026.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.