Gladstone Institutional Advisory’s iShares US Medical Devices ETF IHI Stock Holding History

Gladstone Institutional Advisory’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	$237K	Sell	4,801 -674	-12%	-$34.2K	0.01%	814
2026 Q1	$292K	Buy	5,475 +307	+6%	+$18K	0.01%	674
2025 Q4	$321K	Sell	5,168 -210	-4%	-$13K	0.01%	615
2025 Q3	$323K	Sell	5,378 -1,510	-22%	-$92.4K	0.01%	623
2025 Q2	$431K	Buy	6,888 +512	+8%	+$30.8K	0.02%	536
2025 Q1	$384K	Buy	6,376 +108	+2%	+$6.71K	0.02%	535
2024 Q4	$366K	Sell	6,268 -168	-3%	-$9.98K	0.02%	542
2024 Q3	$381K	Sell	6,436 -516	-7%	-$29.5K	0.02%	517
2024 Q2	$390K	Sell	6,952 -337	-5%	-$18.9K	0.02%	480
2024 Q1	$427K	Sell	7,289 -3,300	-31%	-$186K	0.02%	454
2023 Q4	$572K	Buy	10,589 +84	+0.8%	+$4.1K	0.03%	391
2023 Q3	$509K	Sell	10,505 -3,099	-23%	-$165K	0.03%	386
2023 Q2	$768K	Buy	13,604 +4,172	+44%	+$230K	0.05%	323
2023 Q1	$509K	Buy	9,432 +259	+3%	+$13.8K	0.03%	398
2022 Q4	$482K	Sell	9,173 -338	-4%	-$17.2K	0.03%	403
2022 Q3	$449K	Sell	9,511 -448	-4%	-$23.2K	0.04%	416
2022 Q2	$502K	Sell	9,959 -2,508	-20%	-$137K	0.04%	410
2022 Q1	$760K	Buy	12,467 +3,321	+36%	+$198K	0.05%	348
2021 Q4	$602K	Buy	9,146 +1,390	+18%	+$89K	0.05%	343
2021 Q3	$487K	Buy	7,756 +2,788	+56%	+$178K	0.05%	332
2021 Q2	$299K	Buy	4,968 +276	+6%	+$16K	0.04%	397
2021 Q1	$258K	Buy	4,692 +876	+23%	+$48.6K	0.04%	348
2020 Q4	$208K	Buy	+3,816	New	+$199K	0.04%	282
2019 Q2	–	Sell	-19,782	Closed	-$763K	–	279
2019 Q1	$763K	Buy	19,782 +672	+4%	+$24.4K	0.28%	78
2018 Q4	$636K	Buy	+19,110	New	+$662K	0.37%	67

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

Gladstone Institutional Advisory's IHI Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares US Medical Devices ETF (IHI) stake by 12% in Q2 2026, selling an estimated $34.2K and leaving 4,801 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #814.

Gladstone Institutional Advisory first reported a position in IHI in Q4 2018 and has held it in 25 quarters since. The position peaked at $768K in Q2 2023. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Gladstone Institutional Advisory held 4,801 shares of iShares US Medical Devices ETF worth $237K as of Q2 2026.
Gladstone Institutional Advisory sold 674 iShares US Medical Devices ETF shares in Q2 2026, an estimated $34.2K.
iShares US Medical Devices ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #814 holding.
Gladstone Institutional Advisory first reported a position in iShares US Medical Devices ETF in Q4 2018 and has held it in 25 quarters since.
Gladstone Institutional Advisory's iShares US Medical Devices ETF position peaked at $768K in Q2 2023.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.