ALM First Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

ALM First Financial Advisors’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	$275K	Hold	5,568	–	–	0.05%	22
2026 Q1	$297K	Hold	5,568	–	–	0.05%	25
2025 Q4	$346K	Hold	5,568	–	–	0.07%	24
2025 Q3	$334K	Hold	5,568	–	–	0.07%	22
2025 Q2	$349K	Hold	5,568	–	–	0.08%	22
2025 Q1	$335K	Hold	5,568	–	–	0.08%	21
2024 Q4	$325K	Hold	5,568	–	–	0.08%	21
2024 Q3	$330K	Hold	5,568	–	–	0.08%	21
2024 Q2	$312K	Buy	+5,568	New	+$312K	0.09%	20
2024 Q1	–	Sell	-5,568	Closed	-$300K	–	23
2023 Q4	$300K	Buy	5,568 +14	+0.3%	+$684	0.09%	22
2023 Q3	$269K	Hold	5,554	–	–	0.08%	22
2023 Q2	$314K	Buy	+5,554	New	+$306K	0.09%	21

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

ALM First Financial Advisors's IHI Position: Q2 2026 in Review

ALM First Financial Advisors held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 5,568 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #22.

ALM First Financial Advisors first reported a position in IHI in Q2 2023 and has held it in 12 quarters since. The position peaked at $349K in Q2 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

ALM First Financial Advisors held 5,568 shares of iShares US Medical Devices ETF worth $275K as of Q2 2026.
ALM First Financial Advisors left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up 0.05% of ALM First Financial Advisors's portfolio in Q2 2026, its #22 holding.
ALM First Financial Advisors first reported a position in iShares US Medical Devices ETF in Q2 2023 and has held it in 12 quarters since.
ALM First Financial Advisors's iShares US Medical Devices ETF position peaked at $349K in Q2 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on ALM First Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.