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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,353	Closed	-$202K	–	256
2025 Q1	$202K	Sell	3,353 -120	-3%	-$7.45K	0.08%	226
2024 Q4	$203K	Sell	3,473 -274	-7%	-$16.3K	0.08%	229
2024 Q3	$222K	Sell	3,747 -392	-9%	-$22.4K	0.1%	207
2024 Q2	$232K	Sell	4,139 -172	-4%	-$9.63K	0.11%	180
2024 Q1	$253K	Sell	4,311 -153	-3%	-$8.64K	0.13%	165
2023 Q4	$241K	Sell	4,464 -510	-10%	-$24.9K	0.14%	161
2023 Q3	$241K	Sell	4,974 -303	-6%	-$16.1K	0.16%	148
2023 Q2	$298K	Sell	5,277 -574	-10%	-$31.6K	0.2%	119
2023 Q1	$316K	Sell	5,851 -210	-3%	-$11.2K	0.23%	103
2022 Q4	$319K	Sell	6,061 -160	-3%	-$8.12K	0.24%	96
2022 Q3	$294K	Sell	6,221 -99	-2%	-$5.14K	0.24%	102
2022 Q2	$319K	Buy	6,320 +335	+6%	+$18.3K	0.25%	107
2022 Q1	$365K	Buy	5,985 +201	+3%	+$12K	0.25%	105
2021 Q4	$381K	Sell	5,784 -337	-6%	-$21.6K	0.24%	101
2021 Q3	$384K	Sell	6,121 -659	-10%	-$42K	0.27%	95
2021 Q2	$408K	Buy	6,780 +132	+2%	+$7.63K	0.28%	84
2021 Q1	$366K	Sell	6,648 -216	-3%	-$12K	0.26%	94
2020 Q4	$374K	Sell	6,864 -1,074	-14%	-$56.1K	0.29%	82
2020 Q3	$396K	Buy	7,938 +186	+2%	+$9.01K	0.35%	61
2020 Q2	$342K	Buy	7,752 +894	+13%	+$38.2K	0.32%	65
2020 Q1	$262K	Sell	6,858 -456	-6%	-$19.2K	0.29%	72
2019 Q4	$325K	Sell	7,314 -618	-8%	-$26K	0.27%	81
2019 Q3	$332K	Sell	7,932 -30	-0.4%	-$1.23K	0.29%	75
2019 Q2	$328K	Sell	7,962 -720	-8%	-$27.3K	0.3%	67
2019 Q1	$329K	Sell	8,682 -114	-1%	-$4.14K	0.3%	68
2018 Q4	$296K	Sell	8,796 -144	-2%	-$4.99K	0.3%	66
2018 Q3	$310K	Sell	8,940 -1,212	-12%	-$43.1K	0.31%	74
2018 Q2	$340K	Sell	10,152 -162	-2%	-$5.28K	0.29%	61
2018 Q1	$328K	Sell	10,314 -456	-4%	-$14K	0.28%	61
2017 Q4	$323K	Buy	+10,770	New	+$311K	0.29%	64