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

Valmark 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	–	Sell	-3,989	Closed	-$213K	–	736
2026 Q1	$213K	Buy	3,989 +7	+0.2%	+$411	﹤0.01%	659
2025 Q4	$247K	Sell	3,982 -263	-6%	-$16.2K	﹤0.01%	592
2025 Q3	$255K	Sell	4,245 -810	-16%	-$49.5K	﹤0.01%	590
2025 Q2	$317K	Buy	5,055 +428	+9%	+$25.7K	﹤0.01%	534
2025 Q1	$278K	Buy	4,627 +622	+16%	+$38.6K	﹤0.01%	530
2024 Q4	$234K	Buy	+4,005	New	+$238K	﹤0.01%	559
2021 Q4	–	Sell	-4,397	Closed	-$276K	–	414
2021 Q3	$276K	Buy	4,397 +473	+12%	+$30.2K	0.01%	337
2021 Q2	$236K	Buy	+3,924	New	+$227K	﹤0.01%	358

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

Valmark Advisers's IHI Position: Q2 2026 in Review

Valmark Advisers sold out of iShares US Medical Devices ETF (IHI) in Q2 2026, closing a stake of 3,989 shares — an estimated $213K sold.

Valmark Advisers first reported a position in IHI in Q2 2021 and held it in 8 quarters. The position peaked at $317K in Q2 2025. 505 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Valmark Advisers reported no remaining iShares US Medical Devices ETF position as of Q2 2026 after selling out during the quarter.
Valmark Advisers sold 3,989 iShares US Medical Devices ETF shares in Q2 2026, an estimated $213K.
Valmark Advisers first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 8 quarters.
Valmark Advisers's iShares US Medical Devices ETF position peaked at $317K in Q2 2025.
505 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.