AE Wealth Management’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 | $181K | Buy |
2,884
+18
| +0.6% | +$1.13K | ﹤0.01% | 1333 |
|
|
2025
Q1 | $173K | Sell |
2,866
-75
| -3% | -$4.52K | ﹤0.01% | 1317 |
|
|
2024
Q4 | $172K | Buy |
+2,941
| New | +$172K | ﹤0.01% | 1307 |
|
|
2024
Q1 | – | Sell |
-236,109
| Closed | -$13M | – | 1555 |
|
|
2023
Q4 | $13M | Sell |
236,109
-13,146
| -5% | -$725K | 0.07% | 337 |
|
|
2023
Q3 | $12.1M | Sell |
249,255
-41,435
| -14% | -$2.01M | 0.07% | 332 |
|
|
2023
Q2 | $16.4M | Buy |
290,690
+13,238
| +5% | +$747K | 0.1% | 248 |
|
|
2023
Q1 | $15M | Sell |
277,452
-862
| -0.3% | -$46.5K | 0.1% | 254 |
|
|
2022
Q4 | $14.6M | Sell |
278,314
-422
| -0.2% | -$22.2K | 0.11% | 228 |
|
|
2022
Q3 | $13.2M | Sell |
278,736
-48,696
| -15% | -$2.3M | 0.1% | 205 |
|
|
2022
Q2 | $16.5M | Sell |
327,432
-32,678
| -9% | -$1.65M | 0.13% | 173 |
|
|
2022
Q1 | $22M | Buy |
360,110
+165,993
| +86% | +$10.1M | 0.15% | 149 |
|
|
2021
Q4 | $12.8M | Sell |
194,117
-25,010
| -11% | -$1.65M | 0.09% | 220 |
|
|
2021
Q3 | $13.8M | Buy |
219,127
+185,035
| +543% | +$11.6M | 0.11% | 192 |
|
|
2021
Q2 | $2.05M | Sell |
34,092
-56,328
| -62% | -$3.39M | 0.02% | 631 |
|
|
2021
Q1 | $4.98M | Sell |
90,420
-96,300
| -52% | -$5.3M | 0.05% | 312 |
|
|
2020
Q4 | $10.2M | Buy |
186,720
+75,120
| +67% | +$4.1M | 0.12% | 178 |
|
|
2020
Q3 | $5.57M | Sell |
111,600
-90,084
| -45% | -$4.5M | 0.08% | 214 |
|
|
2020
Q2 | $8.9M | Buy |
201,684
+143,142
| +245% | +$6.32M | 0.14% | 151 |
|
|
2020
Q1 | $2.2M | Sell |
58,542
-17,742
| -23% | -$666K | 0.05% | 286 |
|
|
2019
Q4 | $3.36M | Buy |
76,284
+46,446
| +156% | +$2.05M | 0.07% | 242 |
|
|
2019
Q3 | $1.23M | Buy |
29,838
+12,564
| +73% | +$518K | 0.04% | 396 |
|
|
2019
Q2 | $693K | Buy |
17,274
+9,420
| +120% | +$378K | 0.02% | 501 |
|
|
2019
Q1 | $303K | Buy |
+7,854
| New | +$303K | 0.02% | 463 |
|
|
2018
Q4 | – | Sell |
-6,414
| Closed | -$243K | – | 528 |
|
|
2018
Q3 | $243K | Buy |
+6,414
| New | +$243K | 0.01% | 508 |
|