Triangle Securities Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Triangle Securities Wealth Management’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	$1.12M	Buy	21,552 +8,641	+67%	+$439K	0.22%	103
2026 Q1	$689K	Sell	12,911 -2,732	-17%	-$160K	0.16%	130
2025 Q4	$972K	Hold	15,643	–	–	0.21%	111
2025 Q3	$940K	Buy	15,643 +6,721	+75%	+$411K	0.21%	113
2025 Q2	$559K	Sell	8,922 -6,000	-40%	-$361K	0.14%	146
2025 Q1	$898K	Hold	14,922	–	–	0.23%	112
2024 Q4	$871K	Sell	14,922 -525	-3%	-$31.2K	0.22%	114
2024 Q3	$915K	Hold	15,447	–	–	0.24%	111
2024 Q2	$866K	Hold	15,447	–	–	0.24%	112
2024 Q1	$905K	Hold	15,447	–	–	0.26%	108
2023 Q4	$834K	Hold	15,447	–	–	0.26%	109
2023 Q3	$749K	Hold	15,447	–	–	0.27%	104
2023 Q2	$872K	Sell	15,447 -220	-1%	-$12.1K	0.3%	97
2023 Q1	$846K	Sell	15,667 -40	-0.3%	-$2.13K	0.3%	99
2022 Q4	$826K	Hold	15,707	–	–	0.3%	99
2022 Q3	$741K	Sell	15,707 -1,368	-8%	-$71K	0.3%	95
2022 Q2	$861K	Buy	17,075 +618	+4%	+$33.7K	0.34%	91
2022 Q1	$1M	Sell	16,457 -668	-4%	-$39.8K	0.34%	87
2021 Q4	$1.13M	Sell	17,125 -50	-0.3%	-$3.2K	0.35%	89
2021 Q3	$1.08M	Sell	17,175 -675	-4%	-$43.1K	0.37%	83
2021 Q2	$1.07M	Sell	17,850 -660	-4%	-$38.2K	0.36%	85
2021 Q1	$1.02M	Sell	18,510 -60	-0.3%	-$3.33K	0.37%	87
2020 Q4	$1.01M	Sell	18,570 -180	-1%	-$9.41K	0.4%	81
2020 Q3	$936K	Sell	18,750 -510	-3%	-$24.7K	0.42%	75
2020 Q2	$850K	Sell	19,260 -570	-3%	-$24.4K	0.41%	74
2020 Q1	$745K	Sell	19,830 -900	-4%	-$37.9K	0.43%	72
2019 Q4	$913K	Buy	20,730 +390	+2%	+$16.4K	0.4%	72
2019 Q3	$838K	Sell	20,340 -792	-4%	-$32.4K	0.41%	74
2019 Q2	$853K	Sell	21,132 -270	-1%	-$10.2K	0.43%	71
2019 Q1	$826K	Hold	21,402	–	–	0.43%	74
2018 Q4	$713K	Sell	21,402 -48	-0.2%	-$1.66K	0.42%	75
2018 Q3	$813K	Hold	21,450	–	–	0.43%	71
2018 Q2	$717K	Sell	21,450 -300	-1%	-$9.77K	0.4%	74
2018 Q1	$671K	Hold	21,750	–	–	0.39%	76
2017 Q4	$629K	Hold	21,750	–	–	0.36%	80
2017 Q3	$605K	Sell	21,750 -690	-3%	-$19.1K	0.36%	74
2017 Q2	$623K	Hold	22,440	–	–	0.41%	70
2017 Q1	$566K	Hold	22,440	–	–	0.36%	75
2016 Q4	$498K	Hold	22,440	–	–	0.33%	77
2016 Q3	$544K	Sell	22,440 -3,210	-13%	-$76.4K	0.38%	76
2016 Q2	$579K	Sell	25,650 -1,470	-5%	-$31.8K	0.43%	70
2016 Q1	$554K	Buy	+27,120	New	+$527K	0.36%	78
2015 Q4	–	Sell	-27,480	Closed	-$510K	–	123
2015 Q3	$510K	Sell	27,480 -3,420	-11%	-$68.8K	0.39%	80
2015 Q2	$617K	Sell	30,900 -600	-2%	-$12K	0.44%	75
2015 Q1	$632K	Hold	31,500	–	–	0.44%	71
2014 Q4	$594K	Sell	31,500 -1,170	-4%	-$21.1K	0.42%	75
2014 Q3	$541K	Hold	32,670	–	–	0.42%	77
2014 Q2	$555K	Sell	32,670 -8,520	-21%	-$139K	0.43%	74
2014 Q1	$525K	Buy	41,190 +8,520	+26%	+$137K	0.47%	71
2013 Q4	$505K	Hold	32,670	–	–	0.41%	75
2013 Q3	$461K	Sell	32,670 -8,520	-21%	-$117K	0.4%	79
2013 Q2	$539K	Buy	+41,190	New	+$534K	0.4%	69

Other funds holding IHI

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Triangle Securities Wealth Management's IHI Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 67% in Q2 2026, buying an estimated $439K and bringing the position to 21,552 shares worth $1.12M. The position accounts for 0.22% of the portfolio, ranked #103.

Triangle Securities Wealth Management first reported a position in IHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.13M in Q4 2021. 69 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Triangle Securities Wealth Management held 21,552 shares of iShares US Medical Devices ETF worth $1.12M as of Q2 2026.
Triangle Securities Wealth Management bought 8,641 iShares US Medical Devices ETF shares in Q2 2026, an estimated $439K.
iShares US Medical Devices ETF made up 0.22% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #103 holding.
Triangle Securities Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2013 and has held it in 52 quarters since.
Triangle Securities Wealth Management's iShares US Medical Devices ETF position peaked at $1.13M in Q4 2021.
69 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.