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Sun Group Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Sun Group Wealth Partners’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
-6,818
Closed -$364K – 83
2026
Q1 		$364K Buy
+6,818
New +$400K 0.29% 54

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Bank of America
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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

Sun Group Wealth Partners's IHI Position: Q2 2026 in Review

Sun Group Wealth Partners sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 6,818 shares — an estimated $364K sold.

Sun Group Wealth Partners first reported a position in IHI in Q1 2026 and held it in 1 quarter. The position peaked at $364K in Q1 2026. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Sun Group Wealth Partners reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
  • Sun Group Wealth Partners sold 6,818 iShares US Medical Devices ETF shares in Q2 2026, an estimated $364K.
  • Sun Group Wealth Partners first reported a position in iShares US Medical Devices ETF in Q1 2026 and held it in 1 quarter.
  • Sun Group Wealth Partners's iShares US Medical Devices ETF position peaked at $364K in Q1 2026.
  • 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.