COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Medical Devices ETF IHI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$20.9K	Buy	+389	New	+$19.7K	﹤0.01%	886

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IHI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2026: 389 shares worth $20.9K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings.

415 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 389 shares of iShares US Medical Devices ETF worth $20.9K as of Q2 2026.
iShares US Medical Devices ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #886 holding.
415 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.