Burke & Herbert Bank & Trust’s iShares US Medical Devices ETF IHI Stock Holding History

Burke & Herbert Bank & 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	$884K	Hold	17,900	–	–	0.22%	107
2026 Q1	$955K	Hold	17,900	–	–	0.26%	97
2025 Q4	$1.11M	Hold	17,900	–	–	0.31%	84
2025 Q3	$1.08M	Sell	17,900 -200	-1%	-$12.2K	0.23%	112
2025 Q2	$1.13M	Hold	18,100	–	–	0.25%	104
2025 Q1	$1.09M	Hold	18,100	–	–	0.26%	105
2024 Q4	$1.06M	Hold	18,100	–	–	0.25%	110
2024 Q3	$1.07M	Hold	18,100	–	–	0.25%	109
2024 Q2	$1.01M	Buy	+18,100	New	+$1.01M	0.25%	113

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

Burke & Herbert Bank & Trust's IHI Position: Q2 2026 in Review

Burke & Herbert Bank & Trust held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 17,900 shares worth $884K. The position accounts for 0.22% of the portfolio, ranked #107.

Burke & Herbert Bank & Trust first reported a position in IHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q2 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Burke & Herbert Bank & Trust held 17,900 shares of iShares US Medical Devices ETF worth $884K as of Q2 2026.
Burke & Herbert Bank & Trust left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up 0.22% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #107 holding.
Burke & Herbert Bank & Trust first reported a position in iShares US Medical Devices ETF in Q2 2024 and has held it in 9 quarters since.
Burke & Herbert Bank & Trust's iShares US Medical Devices ETF position peaked at $1.13M in Q2 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.