Aventura Private Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

Aventura Private Wealth’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	$6.23K	Hold	126	–	–	﹤0.01%	670
2026 Q1	$6.72K	Hold	126	–	–	﹤0.01%	604
2025 Q4	$7.83K	Hold	126	–	–	﹤0.01%	541
2025 Q3	$7.57K	Sell	126 -81	-39%	-$4.96K	﹤0.01%	531
2025 Q2	$13K	Buy	207 +81	+64%	+$4.87K	0.01%	434
2025 Q1	$7.58K	Hold	126	–	–	﹤0.01%	488
2024 Q4	$7.35K	Buy	+126	New	+$7.49K	﹤0.01%	474

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

Aventura Private Wealth's IHI Position: Q2 2026 in Review

Aventura Private Wealth held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 126 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Aventura Private Wealth first reported a position in IHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $13K in Q2 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Aventura Private Wealth held 126 shares of iShares US Medical Devices ETF worth $6.23K as of Q2 2026.
Aventura Private Wealth left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #670 holding.
Aventura Private Wealth first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's iShares US Medical Devices ETF position peaked at $13K in Q2 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.