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 |
|