Avantax Advisory Services’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
$2.04M Buy
32,629
+2,421
+8% +$152K 0.01% 786
2025
Q1
$1.82M Buy
30,208
+1,439
+5% +$86.6K 0.01% 784
2024
Q4
$1.68M Sell
28,769
-2,802
-9% -$163K 0.01% 802
2024
Q3
$1.87M Sell
31,571
-12,930
-29% -$766K 0.01% 729
2024
Q2
$2.49M Sell
44,501
-24,109
-35% -$1.35M 0.02% 584
2024
Q1
$4.02M Sell
68,610
-19,949
-23% -$1.17M 0.04% 355
2023
Q4
$4.78M Sell
88,559
-23,896
-21% -$1.29M 0.05% 291
2023
Q3
$5.45M Sell
112,455
-18,405
-14% -$893K 0.06% 230
2023
Q2
$7.39M Sell
130,860
-4,135
-3% -$233K 0.08% 180
2023
Q1
$7.29M Sell
134,995
-8,582
-6% -$463K 0.09% 178
2022
Q4
$7.55M Sell
143,577
-11,617
-7% -$611K 0.1% 164
2022
Q3
$7.32M Sell
155,194
-8,191
-5% -$386K 0.11% 144
2022
Q2
$8.24M Sell
163,385
-2,176
-1% -$110K 0.12% 133
2022
Q1
$10.1M Buy
165,561
+189
+0.1% +$11.5K 0.14% 111
2021
Q4
$10.9M Buy
165,372
+34,624
+26% +$2.28M 0.16% 100
2021
Q3
$8.23M Buy
130,748
+5,516
+4% +$347K 0.14% 118
2021
Q2
$7.54M Buy
125,232
+7,224
+6% +$435K 0.14% 117
2021
Q1
$6.52M Buy
118,008
+22,224
+23% +$1.23M 0.14% 118
2020
Q4
$5.25M Sell
95,784
-42,840
-31% -$2.35M 0.12% 128
2020
Q3
$6.91M Buy
138,624
+97,428
+236% +$4.86M 0.11% 155
2020
Q2
$1.82M Buy
41,196
+10,482
+34% +$463K 0.05% 232
2020
Q1
$1.15M Buy
30,714
+17,220
+128% +$646K 0.03% 276
2019
Q4
$594K Buy
13,494
+2,502
+23% +$110K 0.01% 432
2019
Q3
$453K Buy
+10,992
New +$453K 0.02% 342