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Financial Perspectives’s iShares US Medical Devices ETF IHI Stock Holding History

Financial Perspectives’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 		$58.6K Hold
1,146
– – 0.01% 316
2026
Q2 		$56.6K Hold
1,146
– – 0.01% 316
2026
Q1 		$61.1K Sell
1,146
-301
-21% -$17.7K 0.02% 281
2025
Q4 		$89.9K Buy
1,447
+1
+0.1% +$62 0.02% 236
2025
Q3 		$86.9K Hold
1,446
– – 0.02% 251
2025
Q2 		$90.6K Hold
1,446
– – 0.03% 236
2025
Q1 		$87K Hold
1,446
– – 0.03% 227
2024
Q4 		$84.3K Buy
1,446
+1
+0.1% +$59 0.03% 242
2024
Q3 		$85.6K Hold
1,445
– – 0.03% 231
2024
Q2 		$81K Buy
1,445
+1
+0.1% +$56 0.03% 225
2024
Q1 		$84.6K Hold
1,444
– – 0.03% 221
2023
Q4 		$77.9K Buy
1,444
+1
+0.1% +$49 0.03% 230
2023
Q3 		$70K Hold
1,443
– – 0.03% 227
2023
Q2 		$81.5K Hold
1,443
– – 0.04% 217
2023
Q1 		$77.9K Hold
1,443
– – 0.04% 218
2022
Q4 		$75.8K Buy
1,443
+1
+0.1% +$51 0.04% 207
2022
Q3 		$68K Buy
1,442
+1
+0.1% +$52 0.04% 209
2022
Q2 		$72.7K Hold
1,441
– – 0.04% 203
2022
Q1 		$87.9K Hold
1,441
– – 0.04% 202
2021
Q4 		$94.9K Hold
1,441
– – 0.04% 180
2021
Q3 		$90.4K Buy
1,441
+1
+0.1% +$64 0.05% 180
2021
Q2 		$86.7K Buy
1,440
+84
+6% +$4.86K 0.04% 201
2021
Q1 		$74.7K Buy
1,356
+90
+7% +$4.99K 0.04% 206
2020
Q4 		$69.1K Hold
1,266
– – 0.04% 196
2020
Q3 		$63.2K Hold
1,266
– – 0.04% 183
2020
Q2 		$55.9K Buy
1,266
+120
+10% +$5.13K 0.04% 180
2020
Q1 		$43K Hold
1,146
– – 0.03% 178
2019
Q4 		$50.5K Buy
+1,146
New +$48.2K 0.03% 177

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Financial Perspectives's IHI Position: Q3 2026 in Review

Financial Perspectives held its iShares US Medical Devices ETF (IHI) position steady in Q3 2026 at 1,146 shares worth $58.6K. The position accounts for 0.01% of the portfolio, ranked #316.

Financial Perspectives first reported a position in IHI in Q4 2019 and has held it in 28 quarters since. The position peaked at $94.9K in Q4 2021. 447 funds tracked by Wall St. Rank hold IHI as of Q3 2026.

  • Financial Perspectives held 1,146 shares of iShares US Medical Devices ETF worth $58.6K as of Q3 2026.
  • Financial Perspectives left its iShares US Medical Devices ETF share count unchanged in Q3 2026.
  • iShares US Medical Devices ETF made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #316 holding.
  • Financial Perspectives first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 28 quarters since.
  • Financial Perspectives's iShares US Medical Devices ETF position peaked at $94.9K in Q4 2021.
  • 447 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.