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

Summit Trail 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	$559K	Buy	11,315 +494	+5%	+$25.1K	0.01%	1189
2026 Q1	$577K	Hold	10,821	–	–	0.01%	1120
2025 Q4	$673K	Hold	10,821	–	–	0.01%	991
2025 Q3	$650K	Hold	10,821	–	–	0.01%	1002
2025 Q2	$678K	Buy	+10,821	New	+$650K	0.01%	615
2024 Q4	–	Sell	-14,866	Closed	-$880K	–	555
2024 Q3	$880K	Hold	14,866	–	–	0.02%	289
2024 Q2	$833K	Hold	14,866	–	–	0.02%	268
2024 Q1	$871K	Hold	14,866	–	–	0.02%	236
2023 Q4	$802K	Hold	14,866	–	–	0.03%	207
2023 Q3	$723K	Hold	14,866	–	–	0.03%	212
2023 Q2	$839K	Hold	14,866	–	–	0.03%	191
2023 Q1	$802K	Buy	+14,866	New	+$791K	0.03%	156

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 Trail Advisors's IHI Position: Q2 2026 in Review

Summit Trail Advisors increased its iShares US Medical Devices ETF (IHI) stake by 4.6% in Q2 2026, buying an estimated $25.1K and bringing the position to 11,315 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #1189.

Summit Trail Advisors first reported a position in IHI in Q1 2023 and has held it in 12 quarters since. The position peaked at $880K in Q3 2024. 502 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Summit Trail Advisors held 11,315 shares of iShares US Medical Devices ETF worth $559K as of Q2 2026.
Summit Trail Advisors bought 494 iShares US Medical Devices ETF shares in Q2 2026, an estimated $25.1K.
iShares US Medical Devices ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1189 holding.
Summit Trail Advisors first reported a position in iShares US Medical Devices ETF in Q1 2023 and has held it in 12 quarters since.
Summit Trail Advisors's iShares US Medical Devices ETF position peaked at $880K in Q3 2024.
502 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.