FMI
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Financial Management Inc’s iShares US Medical Devices ETF IHI Stock Holding History

Financial Management Inc’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 		$369K Buy
7,468
+12
+0.2% +$609 0.3% 32
2026
Q1 		$398K Sell
7,456
-6
-0.1% -$352 0.37% 30
2025
Q4 		$464K Buy
+7,462
New +$461K 0.44% 29

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

Financial Management Inc's IHI Position: Q2 2026 in Review

Financial Management Inc increased its iShares US Medical Devices ETF (IHI) stake by 0.16% in Q2 2026, buying an estimated $609 and bringing the position to 7,468 shares worth $369K. The position accounts for 0.3% of the portfolio, ranked #32.

Financial Management Inc first reported a position in IHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $464K in Q4 2025. 498 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Financial Management Inc held 7,468 shares of iShares US Medical Devices ETF worth $369K as of Q2 2026.
  • Financial Management Inc bought 12 iShares US Medical Devices ETF shares in Q2 2026, an estimated $609.
  • iShares US Medical Devices ETF made up 0.3% of Financial Management Inc's portfolio in Q2 2026, its #32 holding.
  • Financial Management Inc first reported a position in iShares US Medical Devices ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Management Inc's iShares US Medical Devices ETF position peaked at $464K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Financial Management Inc's 13F filing for Q2 2026, filed 12 Aug 2026.