Acorn Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,353
| Closed | -$202K | – | 256 |
|
|
2025
Q1 | $202K | Sell |
3,353
-120
| -3% | -$7.22K | 0.08% | 226 |
|
|
2024
Q4 | $203K | Sell |
3,473
-274
| -7% | -$16K | 0.08% | 229 |
|
|
2024
Q3 | $222K | Sell |
3,747
-392
| -9% | -$23.2K | 0.1% | 207 |
|
|
2024
Q2 | $232K | Sell |
4,139
-172
| -4% | -$9.64K | 0.11% | 180 |
|
|
2024
Q1 | $253K | Sell |
4,311
-153
| -3% | -$8.96K | 0.13% | 165 |
|
|
2023
Q4 | $241K | Sell |
4,464
-510
| -10% | -$27.5K | 0.14% | 161 |
|
|
2023
Q3 | $241K | Sell |
4,974
-303
| -6% | -$14.7K | 0.16% | 148 |
|
|
2023
Q2 | $298K | Sell |
5,277
-574
| -10% | -$32.4K | 0.2% | 119 |
|
|
2023
Q1 | $316K | Sell |
5,851
-210
| -3% | -$11.3K | 0.23% | 103 |
|
|
2022
Q4 | $319K | Sell |
6,061
-160
| -3% | -$8.42K | 0.24% | 96 |
|
|
2022
Q3 | $294K | Sell |
6,221
-99
| -2% | -$4.68K | 0.24% | 102 |
|
|
2022
Q2 | $319K | Buy |
6,320
+335
| +6% | +$16.9K | 0.25% | 107 |
|
|
2022
Q1 | $365K | Buy |
5,985
+201
| +3% | +$12.3K | 0.25% | 105 |
|
|
2021
Q4 | $381K | Sell |
5,784
-337
| -6% | -$22.2K | 0.24% | 101 |
|
|
2021
Q3 | $384K | Sell |
6,121
-659
| -10% | -$41.3K | 0.27% | 95 |
|
|
2021
Q2 | $408K | Buy |
6,780
+132
| +2% | +$7.94K | 0.28% | 84 |
|
|
2021
Q1 | $366K | Sell |
6,648
-216
| -3% | -$11.9K | 0.26% | 94 |
|
|
2020
Q4 | $374K | Sell |
6,864
-1,074
| -14% | -$58.5K | 0.29% | 82 |
|
|
2020
Q3 | $396K | Buy |
7,938
+186
| +2% | +$9.28K | 0.35% | 61 |
|
|
2020
Q2 | $342K | Buy |
7,752
+894
| +13% | +$39.4K | 0.32% | 65 |
|
|
2020
Q1 | $262K | Sell |
6,858
-456
| -6% | -$17.4K | 0.29% | 72 |
|
|
2019
Q4 | $325K | Sell |
7,314
-618
| -8% | -$27.5K | 0.27% | 81 |
|
|
2019
Q3 | $332K | Sell |
7,932
-30
| -0.4% | -$1.26K | 0.29% | 75 |
|
|
2019
Q2 | $328K | Sell |
7,962
-720
| -8% | -$29.7K | 0.3% | 67 |
|
|
2019
Q1 | $329K | Sell |
8,682
-114
| -1% | -$4.32K | 0.3% | 68 |
|
|
2018
Q4 | $296K | Sell |
8,796
-144
| -2% | -$4.85K | 0.3% | 66 |
|
|
2018
Q3 | $310K | Sell |
8,940
-1,212
| -12% | -$42K | 0.31% | 74 |
|
|
2018
Q2 | $340K | Sell |
10,152
-162
| -2% | -$5.43K | 0.29% | 61 |
|
|
2018
Q1 | $328K | Sell |
10,314
-456
| -4% | -$14.5K | 0.28% | 61 |
|
|
2017
Q4 | $323K | Buy |
+10,770
| New | +$323K | 0.29% | 64 |
|