NewEdge Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

NewEdge Advisors’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	$3.74M	Buy	75,655 +13,341	+21%	+$677K	0.01%	893
2026 Q1	$3.32M	Sell	62,314 -5,363	-8%	-$315K	0.01%	861
2025 Q4	$4.21M	Sell	67,677 -4,845	-7%	-$299K	0.02%	735
2025 Q3	$4.36M	Sell	72,522 -2,729	-4%	-$167K	0.02%	688
2025 Q2	$4.71M	Sell	75,251 -3,499	-4%	-$210K	0.02%	589
2025 Q1	$4.74M	Sell	78,750 -942	-1%	-$58.5K	0.03%	523
2024 Q4	$4.65M	Sell	79,692 -6,814	-8%	-$405K	0.03%	527
2024 Q3	$5.12M	Sell	86,506 -25,713	-23%	-$1.47M	0.03%	465
2024 Q2	$6.29M	Sell	112,219 -7,928	-7%	-$444K	0.05%	381
2024 Q1	$7.04M	Sell	120,147 -825	-0.7%	-$46.6K	0.06%	295
2023 Q4	$6.64M	Sell	120,972 -31,586	-21%	-$1.54M	0.06%	289
2023 Q3	$7.4M	Sell	152,558 -23,493	-13%	-$1.25M	0.08%	243
2023 Q2	$9.94M	Buy	176,051 +77,825	+79%	+$4.29M	0.11%	183
2023 Q1	$5.37M	Sell	98,226 -26,199	-21%	-$1.39M	0.07%	285
2022 Q4	$4.2M	Buy	124,425 +18,789	+18%	+$953K	0.11%	194
2022 Q3	$4.98M	Sell	105,636 -1,985	-2%	-$103K	0.08%	234
2022 Q2	$5.43M	Buy	107,621 +3,620	+3%	+$197K	0.09%	219
2022 Q1	$6.34M	Sell	104,001 -562	-0.5%	-$33.5K	0.1%	201
2021 Q4	$6.88M	Buy	104,563 +35,648	+52%	+$2.28M	0.1%	191
2021 Q3	$4.33M	Buy	68,915 +19,409	+39%	+$1.24M	0.11%	188
2021 Q2	$2.98M	Sell	49,506 -103,122	-68%	-$5.96M	0.08%	237
2021 Q1	$8.4M	Sell	152,628 -42,330	-22%	-$2.35M	0.25%	92
2020 Q4	$10.6M	Buy	194,958 +8,970	+5%	+$469K	0.35%	67
2020 Q3	$9.29M	Buy	185,988 +33,594	+22%	+$1.63M	0.32%	84
2020 Q2	$6.72M	Buy	152,394 +108,270	+245%	+$4.63M	0.26%	92
2020 Q1	$1.66M	Sell	44,124 -978	-2%	-$41.2K	0.08%	231
2019 Q4	$1.99M	Sell	45,102 -3,168	-7%	-$133K	0.08%	246
2019 Q3	$1.99M	Buy	48,270 +10,440	+28%	+$427K	0.09%	219
2019 Q2	$1.52M	Sell	37,830 -3,984	-10%	-$151K	0.09%	213
2019 Q1	$1.61M	Buy	41,814 +8,376	+25%	+$304K	0.1%	201
2018 Q4	$1.11M	Buy	33,438 +9,882	+42%	+$342K	0.07%	238
2018 Q3	$893K	Buy	+23,556	New	+$837K	0.07%	248

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

NewEdge Advisors's IHI Position: Q2 2026 in Review

NewEdge Advisors increased its iShares US Medical Devices ETF (IHI) stake by 21% in Q2 2026, buying an estimated $677K and bringing the position to 75,655 shares worth $3.74M. The position accounts for 0.01% of the portfolio, ranked #893.

NewEdge Advisors first reported a position in IHI in Q3 2018 and has held it in 32 quarters since. The position peaked at $10.6M in Q4 2020. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

NewEdge Advisors held 75,655 shares of iShares US Medical Devices ETF worth $3.74M as of Q2 2026.
NewEdge Advisors bought 13,341 iShares US Medical Devices ETF shares in Q2 2026, an estimated $677K.
iShares US Medical Devices ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #893 holding.
NewEdge Advisors first reported a position in iShares US Medical Devices ETF in Q3 2018 and has held it in 32 quarters since.
NewEdge Advisors's iShares US Medical Devices ETF position peaked at $10.6M in Q4 2020.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.