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

Avalon Trust’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	$39.5K	Hold	800	–	–	﹤0.01%	309
2026 Q1	$42.7K	Sell	800 -780	-49%	-$45.8K	﹤0.01%	302
2025 Q4	$98.2K	Sell	1,580 -100	-6%	-$6.17K	0.01%	204
2025 Q3	$101K	Buy	1,680 +780	+87%	+$47.7K	0.01%	229
2025 Q2	$56.4K	Hold	900	–	–	﹤0.01%	246
2025 Q1	$54.2K	Sell	900 -100	-10%	-$6.21K	﹤0.01%	246
2024 Q4	$58.4K	Hold	1,000	–	–	﹤0.01%	209
2024 Q3	$59.2K	Hold	1,000	–	–	﹤0.01%	202
2024 Q2	$56K	Hold	1,000	–	–	﹤0.01%	201
2024 Q1	$58.6K	Sell	1,000 -200	-17%	-$11.3K	﹤0.01%	207
2023 Q4	$64.8K	Hold	1,200	–	–	0.01%	190
2023 Q3	$58.2K	Hold	1,200	–	–	0.01%	180
2023 Q2	$67.8K	Hold	1,200	–	–	0.01%	185
2023 Q1	$64.8K	Buy	+1,200	New	+$63.9K	0.01%	183

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

Avalon Trust's IHI Position: Q2 2026 in Review

Avalon Trust held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 800 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Avalon Trust first reported a position in IHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $101K in Q3 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Avalon Trust held 800 shares of iShares US Medical Devices ETF worth $39.5K as of Q2 2026.
Avalon Trust left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #309 holding.
Avalon Trust first reported a position in iShares US Medical Devices ETF in Q1 2023 and has held it in 14 quarters since.
Avalon Trust's iShares US Medical Devices ETF position peaked at $101K in Q3 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.