BWP
Bernardo Wealth Planning’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 | $264K | Sell |
4,212
-156
| -4% | -$9.78K | 0.06% | 99 |
|
|
2025
Q1 | $263K | Hold |
4,368
| – | – | 0.06% | 98 |
|
|
2024
Q4 | $261K | Sell |
4,368
-126
| -3% | -$7.54K | 0.06% | 96 |
|
|
2024
Q3 | $264K | Sell |
4,494
-662
| -13% | -$38.9K | 0.06% | 93 |
|
|
2024
Q2 | $289K | Sell |
5,156
-1,996
| -28% | -$112K | 0.08% | 81 |
|
|
2024
Q1 | $419K | Sell |
7,152
-2,069
| -22% | -$121K | 0.12% | 65 |
|
|
2023
Q4 | $498K | Sell |
9,221
-573
| -6% | -$30.9K | 0.16% | 56 |
|
|
2023
Q3 | $475K | Sell |
9,794
-23
| -0.2% | -$1.12K | 0.19% | 53 |
|
|
2023
Q2 | $554K | Sell |
9,817
-904
| -8% | -$51K | 0.22% | 54 |
|
|
2023
Q1 | $579K | Sell |
10,721
-790
| -7% | -$42.6K | 0.25% | 50 |
|
|
2022
Q4 | $605K | Sell |
11,511
-1,245
| -10% | -$65.5K | 0.28% | 49 |
|
|
2022
Q3 | $612K | Sell |
12,756
-3,021
| -19% | -$145K | 0.35% | 44 |
|
|
2022
Q2 | $795K | Sell |
15,777
-4,435
| -22% | -$223K | 0.45% | 35 |
|
|
2022
Q1 | $1.23M | Sell |
20,212
-612
| -3% | -$37.3K | 0.61% | 26 |
|
|
2021
Q4 | $1.37M | Sell |
20,824
-2,064
| -9% | -$136K | 0.67% | 26 |
|
|
2021
Q3 | $1.44M | Buy |
22,888
+19,118
| +507% | +$1.2M | 0.83% | 24 |
|
|
2021
Q2 | $1.36M | Sell |
3,770
-4,433
| -54% | -$1.6M | 0.82% | 23 |
|
|
2021
Q1 | $2.71M | Buy |
8,203
+568
| +7% | +$188K | 1.72% | 14 |
|
|
2020
Q4 | $2.5M | Sell |
7,635
-1,296
| -15% | -$424K | 0.96% | 22 |
|
|
2020
Q3 | $2.68M | Buy |
8,931
+398
| +5% | +$119K | 1.2% | 16 |
|
|
2020
Q2 | $2.26M | Buy |
+8,533
| New | +$2.26M | 1.21% | 17 |
|