Valeo Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-4,394
| Closed | -$234K | – | 860 |
|
|
2026
Q1 | $234K | Buy |
4,394
+2
| +0% | +$117 | 0.01% | 636 |
|
|
2025
Q4 | $273K | Sell |
4,392
-38
| -0.9% | -$2.35K | 0.01% | 657 |
|
|
2025
Q3 | $266K | Sell |
4,430
-757
| -15% | -$46.3K | 0.01% | 652 |
|
|
2025
Q2 | $325K | Buy |
5,187
+3
| +0.1% | +$180 | 0.01% | 557 |
|
|
2025
Q1 | $312K | Sell |
5,184
-28
| -0.5% | -$1.74K | 0.01% | 523 |
|
|
2024
Q4 | $304K | Buy |
5,212
+10
| +0.2% | +$594 | 0.01% | 536 |
|
|
2024
Q3 | $308K | Sell |
5,202
-1,226
| -19% | -$70K | 0.01% | 520 |
|
|
2024
Q2 | $360K | Sell |
6,428
-42
| -0.6% | -$2.35K | 0.01% | 469 |
|
|
2024
Q1 | $360K | Buy |
6,470
+1,587
| +33% | +$89.6K | 0.01% | 451 |
|
|
2023
Q4 | $264K | Buy |
+4,883
| New | +$239K | 0.01% | 530 |
|
|
2023
Q3 | – | Sell |
-3,602
| Closed | -$203K | – | 663 |
|
|
2023
Q2 | $203K | Sell |
3,602
-320
| -8% | -$17.6K | 0.01% | 542 |
|
|
2023
Q1 | $212K | Buy |
+3,922
| New | +$209K | 0.01% | 538 |
|
|
2022
Q2 | – | Sell |
-4,105
| Closed | -$250K | – | 573 |
|
|
2022
Q1 | $250K | Buy |
4,105
+513
| +14% | +$30.6K | 0.01% | 496 |
|
|
2021
Q4 | $237K | Buy |
+3,592
| New | +$230K | 0.01% | 477 |
|
|
2021
Q2 | – | Sell |
-2,040
| Closed | -$112K | – | 1126 |
|
|
2021
Q1 | $112K | Sell |
2,040
-306
| -13% | -$17K | 0.01% | 581 |
|
|
2020
Q4 | $128K | Hold |
2,346
| – | – | 0.01% | 512 |
|
|
2020
Q3 | $117K | Sell |
2,346
-2,472
| -51% | -$120K | 0.01% | 438 |
|
|
2020
Q2 | $213K | Buy |
4,818
+378
| +9% | +$16.2K | 0.02% | 311 |
|
|
2020
Q1 | $182K | Buy |
4,440
+6
| +0.1% | +$253 | 0.02% | 313 |
|
|
2019
Q4 | $195K | Hold |
4,434
| – | – | 0.02% | 327 |
|
|
2019
Q3 | $183K | Buy |
4,434
+2,400
| +118% | +$98.3K | 0.02% | 316 |
|
|
2019
Q2 | $82K | Hold |
2,034
| – | – | 0.01% | 471 |
|
|
2019
Q1 | $78K | Hold |
2,034
| – | – | 0.01% | 462 |
|
|
2018
Q4 | $68K | Buy |
2,034
+6
| +0.3% | +$208 | 0.01% | 446 |
|
|
2018
Q3 | $69K | Hold |
2,028
| – | – | 0.01% | 482 |
|
|
2018
Q2 | $70K | Sell |
2,028
-3,600
| -64% | -$117K | 0.01% | 471 |
|
|
2018
Q1 | $174K | Buy |
5,628
+1,200
| +27% | +$37K | 0.03% | 268 |
|
|
2017
Q4 | $128K | Buy |
4,428
+2,400
| +118% | +$69.2K | 0.02% | 298 |
|
|
2017
Q3 | $56K | Buy |
+2,028
| New | +$56.1K | 0.01% | 390 |
|
Other funds holding IHI
AAS
Valeo Financial Advisors's IHI Position: Q2 2026 in Review
Valeo Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 4,394 shares — an estimated $234K sold.
Valeo Financial Advisors first reported a position in IHI in Q3 2017 and held it in 29 quarters. The position peaked at $360K in Q2 2024. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.
- Valeo Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
- Valeo Financial Advisors sold 4,394 iShares US Medical Devices ETF shares in Q2 2026, an estimated $234K.
- Valeo Financial Advisors first reported a position in iShares US Medical Devices ETF in Q3 2017 and held it in 29 quarters.
- Valeo Financial Advisors's iShares US Medical Devices ETF position peaked at $360K in Q2 2024.
- 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.