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Great Valley Advisor Group’s iShares US Medical Devices ETF IHI Stock Holding History

Great Valley Advisor Group’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 		$207K Sell
4,195
-763
-15% -$38.7K ﹤0.01% 986
2026
Q1 		$265K Hold
4,958
– – ﹤0.01% 861
2025
Q4 		$308K Sell
4,958
-42
-0.8% -$2.59K 0.01% 775
2025
Q3 		$300K Buy
5,000
+51
+1% +$3.12K 0.01% 770
2025
Q2 		$310K Hold
4,949
– – 0.01% 737
2025
Q1 		$298K Buy
4,949
+9
+0.2% +$559 0.01% 727
2024
Q4 		$288K Sell
4,940
-28
-0.6% -$1.66K 0.01% 702
2024
Q3 		$294K Buy
4,968
+7
+0.1% +$400 0.01% 692
2024
Q2 		$278K Sell
4,961
-219
-4% -$12.3K 0.01% 666
2024
Q1 		$303K Buy
5,180
+240
+5% +$13.6K 0.01% 607
2023
Q4 		$267K Sell
4,940
-19,572
-80% -$956K 0.01% 609
2023
Q3 		$1.19M Buy
24,512
+9,774
+66% +$520K 0.05% 292
2023
Q2 		$832K Buy
14,738
+254
+2% +$14K 0.03% 338
2023
Q1 		$782K Sell
14,484
-2,142
-13% -$114K 0.04% 346
2022
Q4 		$874K Hold
16,626
– – 0.04% 344
2022
Q3 		$784K Sell
16,626
-2,232
-12% -$116K 0.04% 344
2022
Q2 		$951K Sell
18,858
-192
-1% -$10.5K 0.05% 320
2022
Q1 		$1.16M Sell
19,050
-554
-3% -$33K 0.07% 263
2021
Q4 		$1.29M Sell
19,604
-847
-4% -$54.2K 0.08% 237
2021
Q3 		$1.28M Sell
20,451
-321
-2% -$20.5K 0.09% 218
2021
Q2 		$1.25M Buy
20,772
+144
+0.7% +$8.33K 0.09% 210
2021
Q1 		$1.14M Sell
20,628
-2,568
-11% -$142K 0.11% 184
2020
Q4 		$1.26M Sell
23,196
-984
-4% -$51.4K 0.13% 162
2020
Q3 		$1.21M Buy
24,180
+1,062
+5% +$51.4K 0.15% 154
2020
Q2 		$1.02M Sell
23,118
-996
-4% -$42.6K 0.17% 148
2020
Q1 		$906K Sell
24,114
-60
-0.2% -$2.53K 0.24% 124
2019
Q4 		$1.06M Buy
24,174
+300
+1% +$12.6K 0.24% 128
2019
Q3 		$984K Sell
23,874
-168
-0.7% -$6.88K 0.24% 127
2019
Q2 		$965K Buy
24,042
+846
+4% +$32K 0.24% 128
2019
Q1 		$895K Buy
+23,196
New +$842K 0.28% 105

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Great Valley Advisor Group's IHI Position: Q2 2026 in Review

Great Valley Advisor Group reduced its iShares US Medical Devices ETF (IHI) stake by 15% in Q2 2026, selling an estimated $38.7K and leaving 4,195 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Great Valley Advisor Group first reported a position in IHI in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.29M in Q4 2021. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Great Valley Advisor Group held 4,195 shares of iShares US Medical Devices ETF worth $207K as of Q2 2026.
  • Great Valley Advisor Group sold 763 iShares US Medical Devices ETF shares in Q2 2026, an estimated $38.7K.
  • iShares US Medical Devices ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #986 holding.
  • Great Valley Advisor Group first reported a position in iShares US Medical Devices ETF in Q1 2019 and has held it in 30 quarters since.
  • Great Valley Advisor Group's iShares US Medical Devices ETF position peaked at $1.29M in Q4 2021.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.