AWM
Avior Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
7,102
-3
| -0% | -$188 | 0.02% | 460 |
|
|
2025
Q1 | $428K | Sell |
7,105
-5,009
| -41% | -$301K | 0.02% | 449 |
|
|
2024
Q4 | $707K | Buy |
12,114
+22
| +0.2% | +$1.28K | 0.03% | 359 |
|
|
2024
Q3 | $716K | Buy |
12,092
+16
| +0.1% | +$948 | 0.03% | 361 |
|
|
2024
Q2 | $677K | Buy |
12,076
+12
| +0.1% | +$672 | 0.03% | 358 |
|
|
2024
Q1 | $707K | Buy |
12,064
+11,185
| +1,272% | +$655K | 0.03% | 366 |
|
|
2023
Q4 | $47.5K | Buy |
879
+3
| +0.3% | +$162 | ﹤0.01% | 736 |
|
|
2023
Q3 | $42.5K | Sell |
876
-1,000
| -53% | -$48.5K | ﹤0.01% | 788 |
|
|
2023
Q2 | $106K | Buy |
1,876
+519
| +38% | +$29.3K | 0.01% | 616 |
|
|
2023
Q1 | $73.3K | Buy |
1,357
+1,000
| +280% | +$54K | 0.01% | 696 |
|
|
2022
Q4 | $18.8K | Sell |
357
-72
| -17% | -$3.79K | ﹤0.01% | 763 |
|
|
2022
Q3 | $20K | Sell |
429
-1,541
| -78% | -$71.8K | ﹤0.01% | 741 |
|
|
2022
Q2 | $99K | Sell |
1,970
-533
| -21% | -$26.8K | 0.01% | 491 |
|
|
2022
Q1 | $152K | Sell |
2,503
-657
| -21% | -$39.9K | 0.01% | 459 |
|
|
2021
Q4 | $208K | Sell |
3,160
-48
| -1% | -$3.16K | 0.02% | 422 |
|
|
2021
Q3 | $201K | Buy |
3,208
+2,594
| +422% | +$163K | 0.02% | 417 |
|
|
2021
Q2 | $221K | Sell |
614
-190
| -24% | -$68.4K | 0.02% | 392 |
|
|
2021
Q1 | $265K | Buy |
804
+155
| +24% | +$51.1K | 0.03% | 376 |
|
|
2020
Q4 | $212K | Sell |
649
-1,889
| -74% | -$617K | 0.03% | 372 |
|
|
2020
Q3 | $760K | Sell |
2,538
-2,889
| -53% | -$865K | 0.11% | 170 |
|
|
2020
Q2 | $1.44M | Sell |
5,427
-1,731
| -24% | -$458K | 0.22% | 109 |
|
|
2020
Q1 | $1.61M | Sell |
7,158
-10,470
| -59% | -$2.36M | 0.32% | 82 |
|
|
2019
Q4 | $4.66M | Sell |
17,628
-4,594
| -21% | -$1.21M | 0.75% | 32 |
|
|
2019
Q3 | $5.49M | Sell |
22,222
-6,954
| -24% | -$1.72M | 0.96% | 26 |
|
|
2019
Q2 | $7.02M | Buy |
+29,176
| New | +$7.02M | 1.26% | 14 |
|