Bernardo Wealth Planning’s iShares US Medical Devices ETF IHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $263K | Hold |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $475K | Sell |
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|
2023
Q2 | $554K | Sell |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $612K | Sell |
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|
2022
Q2 | $795K | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $1.36M | Sell |
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|
2021
Q1 | $2.71M | Buy |
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|
2020
Q4 | $2.5M | Sell |
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|
2020
Q3 | $2.67M | Buy |
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|
2020
Q2 | $2.26M | Buy |
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