B. Riley 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 | $6.86M | Buy |
+109,530
| New | +$6.86M | 0.32% | 60 |
|
2024
Q4 | $6.63M | Sell |
113,666
-1,493
| -1% | -$87.1K | 0.22% | 102 |
|
2024
Q3 | $6.74M | Sell |
115,159
-11,322
| -9% | -$663K | 0.19% | 121 |
|
2024
Q2 | $7.09M | Buy |
126,481
+12,338
| +11% | +$691K | 0.18% | 114 |
|
2024
Q1 | $5.55M | Sell |
114,143
-13,602
| -11% | -$661K | 0.15% | 147 |
|
2023
Q4 | $6.89M | Buy |
127,745
+13,602
| +12% | +$734K | 0.19% | 122 |
|
2023
Q3 | $5.55M | Sell |
114,143
-11,438
| -9% | -$556K | 0.15% | 147 |
|
2023
Q2 | $7.09M | Sell |
125,581
-14,738
| -11% | -$832K | 0.16% | 135 |
|
2023
Q1 | $7.57M | Buy |
140,319
+4,543
| +3% | +$245K | 0.2% | 113 |
|
2022
Q4 | $7.14M | Buy |
135,776
+15,416
| +13% | +$810K | 0.2% | 114 |
|
2022
Q3 | $5.68M | Buy |
120,360
+97,447
| +425% | +$4.6M | 0.17% | 134 |
|
2022
Q2 | $1.16M | Sell |
22,913
-1,995
| -8% | -$101K | 0.05% | 374 |
|
2022
Q1 | $1.52M | Sell |
24,908
-13,284
| -35% | -$810K | 0.05% | 361 |
|
2021
Q4 | $2.52M | Sell |
38,192
-45,181
| -54% | -$2.98M | 0.07% | 296 |
|
2021
Q3 | $5.24M | Buy |
83,373
+3,927
| +5% | +$247K | 0.17% | 134 |
|
2021
Q2 | $4.78M | Sell |
79,446
-43,860
| -36% | -$2.64M | 0.16% | 155 |
|
2021
Q1 | $6.79M | Buy |
123,306
+64,212
| +109% | +$3.54M | 0.24% | 94 |
|
2020
Q4 | $3.22M | Sell |
59,094
-1,188
| -2% | -$64.8K | 0.17% | 135 |
|
2020
Q3 | $3M | Buy |
60,282
+5,280
| +10% | +$263K | 0.16% | 145 |
|
2020
Q2 | $2.43M | Buy |
+55,002
| New | +$2.43M | 0.16% | 144 |
|
2015
Q1 | – | Sell |
-900
| Closed | -$17 | – | 1241 |
|
2014
Q4 | $17 | Buy |
+900
| New | +$17 | ﹤0.01% | 2627 |
|
2014
Q3 | – | Sell |
-900
| Closed | -$15.3K | – | 1245 |
|
2014
Q2 | $15.3K | Buy |
+900
| New | +$15.3K | ﹤0.01% | 1599 |
|