LM Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

LM Advisors’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	$2.73M	Buy	55,197 +52,106	+1,686%	+$2.65M	0.32%	55
2026 Q1	$58K	Sell	3,091 -616	-17%	-$36.2K	0.92%	29
2025 Q4	$59.6K	Sell	3,707 -59,267	-94%	-$3.66M	1.07%	25
2025 Q3	$3.78M	Sell	62,974 -4,804	-7%	-$294K	0.55%	37
2025 Q2	$4.25M	Sell	67,778 -3,184	-4%	-$191K	0.55%	27
2025 Q1	$4.27M	Sell	70,962 -3,323	-4%	-$206K	0.77%	25
2024 Q4	$4.33M	Buy	74,285 +3,140	+4%	+$187K	0.78%	24
2024 Q3	$4.21M	Sell	71,145 -13,972	-16%	-$798K	0.86%	23
2024 Q2	$4.77M	Sell	85,117 -1,892	-2%	-$106K	0.84%	21
2024 Q1	$5.1M	Sell	87,009 -3,664	-4%	-$207K	0.81%	22
2023 Q4	$4.89M	Buy	+90,673	New	+$4.43M	0.98%	19

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

LM Advisors's IHI Position: Q2 2026 in Review

LM Advisors increased its iShares US Medical Devices ETF (IHI) stake by 1,686% in Q2 2026, buying an estimated $2.65M and bringing the position to 55,197 shares worth $2.73M. The position accounts for 0.32% of the portfolio, ranked #55.

LM Advisors first reported a position in IHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.1M in Q1 2024. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

LM Advisors held 55,197 shares of iShares US Medical Devices ETF worth $2.73M as of Q2 2026.
LM Advisors bought 52,106 iShares US Medical Devices ETF shares in Q2 2026, an estimated $2.65M.
iShares US Medical Devices ETF made up 0.32% of LM Advisors's portfolio in Q2 2026, its #55 holding.
LM Advisors first reported a position in iShares US Medical Devices ETF in Q4 2023 and has held it in 11 quarters since.
LM Advisors's iShares US Medical Devices ETF position peaked at $5.1M in Q1 2024.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.