Valley National Advisers’s iShares US Medical Devices ETF IHI Stock Holding History

Valley National Advisers’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	$17K	Hold	343	–	–	﹤0.01%	546
2026 Q1	$18K	Sell	343 -73	-18%	-$4.29K	﹤0.01%	517
2025 Q4	$25K	Buy	416 +6	+1%	+$370	﹤0.01%	477
2025 Q3	$24K	Sell	410 -97	-19%	-$5.93K	﹤0.01%	452
2025 Q2	$31K	Hold	507	–	–	0.01%	430
2025 Q1	$30K	Hold	507	–	–	0.01%	437
2024 Q4	$29K	Sell	507 -48	-9%	-$2.85K	0.01%	412
2024 Q3	$32K	Sell	555 -1,051	-65%	-$60K	0.01%	397
2024 Q2	$90K	Sell	1,606 -275	-15%	-$15.4K	0.01%	316
2024 Q1	$110K	Buy	1,881 +136	+8%	+$7.68K	0.02%	309
2023 Q4	$94K	Sell	1,745 -9,795	-85%	-$478K	0.01%	321
2023 Q3	$560K	Sell	11,540 -254	-2%	-$13.5K	0.1%	143
2023 Q2	$667K	Sell	11,794 -75	-0.6%	-$4.13K	0.11%	138
2023 Q1	$678K	Buy	11,869 +293	+3%	+$15.6K	0.12%	142
2022 Q4	$626K	Sell	11,576 -642	-5%	-$32.6K	0.11%	146
2022 Q3	$602K	Sell	12,218 -1,036	-8%	-$53.8K	0.13%	141
2022 Q2	$686K	Sell	13,254 -6,052	-31%	-$330K	0.14%	116
2022 Q1	$1.18M	Sell	19,306 -21,210	-52%	-$1.26M	0.23%	92
2021 Q4	$2.67M	Sell	40,516 -1,147	-3%	-$73.4K	0.49%	48
2021 Q3	$2.62M	Buy	41,663 +2,639	+7%	+$168K	0.47%	45
2021 Q2	$2.35M	Buy	39,024 +3,846	+11%	+$222K	0.43%	51
2021 Q1	$1.94M	Buy	35,178 +13,176	+60%	+$731K	0.38%	57
2020 Q4	$1.2M	Buy	22,002 +9,678	+79%	+$506K	0.25%	86
2020 Q3	$615K	Buy	12,324 +2,916	+31%	+$141K	0.14%	109
2020 Q2	$415K	Buy	9,408 +276	+3%	+$11.8K	0.1%	124
2020 Q1	$343K	Buy	9,132 +1,296	+17%	+$54.6K	0.09%	130
2019 Q4	$345K	Buy	7,836 +1,410	+22%	+$59.3K	0.09%	151
2019 Q3	$265K	Buy	6,426 +1,860	+41%	+$76.1K	0.07%	166
2019 Q2	$183K	Buy	4,566 +942	+26%	+$35.7K	0.05%	178
2019 Q1	$140K	Buy	3,624 +3,126	+628%	+$113K	0.04%	197
2018 Q4	$17K	Buy	+498	New	+$17.2K	0.01%	389

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

Valley National Advisers's IHI Position: Q2 2026 in Review

Valley National Advisers held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 343 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Valley National Advisers first reported a position in IHI in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.67M in Q4 2021. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Valley National Advisers held 343 shares of iShares US Medical Devices ETF worth $17K as of Q2 2026.
Valley National Advisers left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #546 holding.
Valley National Advisers first reported a position in iShares US Medical Devices ETF in Q4 2018 and has held it in 31 quarters since.
Valley National Advisers's iShares US Medical Devices ETF position peaked at $2.67M in Q4 2021.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.