Congress Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Congress Asset Management’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 Q3	$264K	Buy	+263,557	New	+$13.9M	﹤0.01%	377

Other funds holding IHI

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Congress Asset Management's IHI Position: Q3 2026 in Review

Congress Asset Management opened a new position in iShares US Medical Devices ETF (IHI) in Q3 2026: 263,557 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings.

18 funds tracked by Wall St. Rank hold IHI as of Q3 2026.

Congress Asset Management held 263,557 shares of iShares US Medical Devices ETF worth $264K as of Q3 2026.
iShares US Medical Devices ETF was a new Congress Asset Management position in Q3 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #377 holding.
18 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.