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Valley Wealth Managers’s iShares US Medical Devices ETF IHI Stock Holding History

Valley Wealth Managers’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 		– Sell
-1,367
Closed -$72.9K – 347
2026
Q1 		$72.9K Hold
1,367
– – ﹤0.01% 203
2025
Q4 		$85K Hold
1,367
– – 0.01% 195
2025
Q3 		$82.1K Sell
1,367
-36,196
-96% -$2.21M 0.01% 189
2025
Q2 		$2.35M Buy
37,563
+1,587
+4% +$95.4K 0.17% 108
2025
Q1 		$2.17M Buy
35,976
+11,101
+45% +$690K 0.16% 109
2024
Q4 		$1.45M Buy
24,875
+160
+0.6% +$9.51K 0.11% 118
2024
Q3 		$1.46M Sell
24,715
-28,398
-53% -$1.62M 0.11% 119
2024
Q2 		$2.98M Sell
53,113
-4,619
-8% -$259K 0.24% 100
2024
Q1 		$3.38M Buy
57,732
+127
+0.2% +$7.17K 0.25% 98
2023
Q4 		$3.11M Buy
57,605
+21,956
+62% +$1.07M 0.24% 99
2023
Q3 		$1.73M Buy
+35,649
New +$1.9M 0.14% 116

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

Valley Wealth Managers's IHI Position: Q2 2026 in Review

Valley Wealth Managers sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 1,367 shares — an estimated $72.9K sold.

Valley Wealth Managers first reported a position in IHI in Q3 2023 and held it in 11 quarters. The position peaked at $3.38M in Q1 2024. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Valley Wealth Managers reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 1,367 iShares US Medical Devices ETF shares in Q2 2026, an estimated $72.9K.
  • Valley Wealth Managers first reported a position in iShares US Medical Devices ETF in Q3 2023 and held it in 11 quarters.
  • Valley Wealth Managers's iShares US Medical Devices ETF position peaked at $3.38M in Q1 2024.
  • 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.