Advantage Trust Company’s iShares US Medical Devices ETF IHI Stock Holding History

Advantage Trust Company’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	$353K	Buy	+7,140	New	+$362K	0.12%	48
2025 Q4	–	Sell	-7,140	Closed	-$429K	–	153
2025 Q3	$429K	Hold	7,140	–	–	0.19%	37
2025 Q2	$447K	Buy	+7,140	New	+$429K	0.22%	36
2024 Q3	–	Sell	-6,000	Closed	-$336K	–	161
2024 Q2	$336K	Sell	6,000 -960	-14%	-$53.7K	0.24%	31
2024 Q1	$408K	Hold	6,960	–	–	0.3%	28
2023 Q4	$376K	Buy	+6,960	New	+$340K	0.3%	30

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

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BRWA

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

Advantage Trust Company's IHI Position: Q2 2026 in Review

Advantage Trust Company opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2026: 7,140 shares worth $353K. The stake represents 0.12% of the portfolio and ranks #48 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in IHI as recently as Q3 2025.

Advantage Trust Company first reported a position in IHI in Q4 2023 and has held it in 6 quarters since. The position peaked at $447K in Q2 2025. 127 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Advantage Trust Company held 7,140 shares of iShares US Medical Devices ETF worth $353K as of Q2 2026.
iShares US Medical Devices ETF was a new Advantage Trust Company position in Q2 2026.
iShares US Medical Devices ETF made up 0.12% of Advantage Trust Company's portfolio in Q2 2026, its #48 holding.
Advantage Trust Company first reported a position in iShares US Medical Devices ETF in Q4 2023 and has held it in 6 quarters since.
Advantage Trust Company's iShares US Medical Devices ETF position peaked at $447K in Q2 2025.
127 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.