Valicenti Advisory Services’s iShares US Medical Devices ETF IHI Stock Holding History

Valicenti Advisory Services’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	$4.63M	Sell	93,753 -802	-0.8%	-$40.7K	0.87%	33
2026 Q1	$5.04M	Buy	94,555 +30	+0%	+$1.76K	1.1%	25
2025 Q4	$5.88M	Buy	+94,525	New	+$5.84M	1.23%	24
2025 Q3	–	Sell	-87,267	Closed	-$5.47M	–	79
2025 Q2	$5.47M	Buy	87,267 +695	+0.8%	+$41.8K	1.28%	24
2025 Q1	$5.21M	Buy	86,572 +26,292	+44%	+$1.63M	1.34%	24
2024 Q4	$3.52M	Buy	+60,280	New	+$3.58M	0.88%	31

Other funds holding IHI

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Valicenti Advisory Services's IHI Position: Q2 2026 in Review

Valicenti Advisory Services reduced its iShares US Medical Devices ETF (IHI) stake by 0.85% in Q2 2026, selling an estimated $40.7K and leaving 93,753 shares worth $4.63M. The position accounts for 0.87% of the portfolio, ranked #33.

Valicenti Advisory Services first reported a position in IHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.88M in Q4 2025. 207 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Valicenti Advisory Services held 93,753 shares of iShares US Medical Devices ETF worth $4.63M as of Q2 2026.
Valicenti Advisory Services sold 802 iShares US Medical Devices ETF shares in Q2 2026, an estimated $40.7K.
iShares US Medical Devices ETF made up 0.87% of Valicenti Advisory Services's portfolio in Q2 2026, its #33 holding.
Valicenti Advisory Services first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 6 quarters since.
Valicenti Advisory Services's iShares US Medical Devices ETF position peaked at $5.88M in Q4 2025.
207 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.