FWL Investment Management’s iShares US Medical Devices ETF IHI Stock Holding History

FWL Investment 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 Q2	$77K	Buy	1,558 +701	+82%	+$35.6K	0.01%	166
2026 Q1	$45.7K	Buy	857 +231	+37%	+$13.6K	0.01%	167
2025 Q4	$38.9K	Buy	626 +170	+37%	+$10.5K	0.01%	175
2025 Q3	$27.4K	Buy	+456	New	+$27.9K	0.01%	182
2025 Q2	–	Sell	-188,759	Closed	-$11.4M	–	337
2025 Q1	$11.4M	Sell	188,759 -11,706	-6%	-$727K	4.22%	7
2024 Q4	$11.7M	Buy	200,465 +6,816	+4%	+$405K	4.26%	3
2024 Q3	$11.5M	Buy	193,649 +7,968	+4%	+$455K	4.39%	5
2024 Q2	$10.4M	Buy	185,681 +6,501	+4%	+$364K	5.25%	4
2024 Q1	$10.5M	Buy	179,180 +975	+0.5%	+$55.1K	5.79%	2
2023 Q4	$9.62M	Buy	+178,205	New	+$8.7M	5.6%	3

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

FWL Investment Management's IHI Position: Q2 2026 in Review

FWL Investment Management increased its iShares US Medical Devices ETF (IHI) stake by 82% in Q2 2026, buying an estimated $35.6K and bringing the position to 1,558 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #166.

FWL Investment Management first reported a position in IHI in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.7M in Q4 2024. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

FWL Investment Management held 1,558 shares of iShares US Medical Devices ETF worth $77K as of Q2 2026.
FWL Investment Management bought 701 iShares US Medical Devices ETF shares in Q2 2026, an estimated $35.6K.
iShares US Medical Devices ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #166 holding.
FWL Investment Management first reported a position in iShares US Medical Devices ETF in Q4 2023 and has held it in 10 quarters since.
FWL Investment Management's iShares US Medical Devices ETF position peaked at $11.7M in Q4 2024.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.