Cahill Financial 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 | $332K | Buy |
5,297
+1
| +0% | +$63 | 0.04% | 220 |
|
2025
Q1 | $319K | Buy |
5,296
+1
| +0% | +$60 | 0.04% | 211 |
|
2024
Q4 | $309K | Sell |
5,295
-1,493
| -22% | -$87.1K | 0.04% | 215 |
|
2024
Q3 | $402K | Buy |
6,788
+783
| +13% | +$46.4K | 0.06% | 183 |
|
2024
Q2 | $337K | Buy |
6,005
+2
| +0% | +$112 | 0.05% | 202 |
|
2024
Q1 | $352K | Buy |
6,003
+1
| +0% | +$59 | 0.05% | 201 |
|
2023
Q4 | $324K | Buy |
6,002
+9
| +0.2% | +$486 | 0.05% | 196 |
|
2023
Q3 | $291K | Sell |
5,993
-132
| -2% | -$6.4K | 0.05% | 198 |
|
2023
Q2 | $346K | Buy |
6,125
+3
| +0% | +$169 | 0.06% | 183 |
|
2023
Q1 | $330K | Sell |
6,122
-631
| -9% | -$34.1K | 0.06% | 181 |
|
2022
Q4 | $355K | Sell |
6,753
-1
| -0% | -$53 | 0.07% | 176 |
|
2022
Q3 | $319K | Sell |
6,754
-722
| -10% | -$34.1K | 0.07% | 178 |
|
2022
Q2 | $377K | Sell |
7,476
-709
| -9% | -$35.8K | 0.08% | 166 |
|
2022
Q1 | $499K | Sell |
8,185
-4,593
| -36% | -$280K | 0.09% | 158 |
|
2021
Q4 | $841K | Sell |
12,778
-311
| -2% | -$20.5K | 0.16% | 118 |
|
2021
Q3 | $822K | Sell |
13,089
-1,263
| -9% | -$79.3K | 0.17% | 122 |
|
2021
Q2 | $864K | Buy |
14,352
+576
| +4% | +$34.7K | 0.19% | 107 |
|
2021
Q1 | $758K | Buy |
13,776
+2,664
| +24% | +$147K | 0.19% | 105 |
|
2020
Q4 | $606K | Buy |
11,112
+894
| +9% | +$48.8K | 0.15% | 113 |
|
2020
Q3 | $510K | Hold |
10,218
| – | – | 0.18% | 103 |
|
2020
Q2 | $451K | Buy |
10,218
+840
| +9% | +$37.1K | 0.17% | 106 |
|
2020
Q1 | $353K | Sell |
9,378
-342
| -4% | -$12.9K | 0.16% | 112 |
|
2019
Q4 | $429K | Buy |
9,720
+180
| +2% | +$7.94K | 0.16% | 117 |
|
2019
Q3 | $394K | Hold |
9,540
| – | – | 0.15% | 116 |
|
2019
Q2 | $383K | Hold |
9,540
| – | – | 0.15% | 114 |
|
2019
Q1 | $369K | Buy |
9,540
+48
| +0.5% | +$1.86K | 0.15% | 113 |
|
2018
Q4 | $317K | Hold |
9,492
| – | – | 0.16% | 114 |
|
2018
Q3 | $360K | Sell |
9,492
-576
| -6% | -$21.8K | 0.16% | 122 |
|
2018
Q2 | $337K | Sell |
10,068
-150
| -1% | -$5.02K | 0.16% | 125 |
|
2018
Q1 | $316K | Hold |
10,218
| – | – | 0.15% | 125 |
|
2017
Q4 | $296K | Buy |
10,218
+1,680
| +20% | +$48.7K | 0.15% | 115 |
|
2017
Q3 | $238K | Sell |
8,538
-3,120
| -27% | -$87K | 0.13% | 124 |
|
2017
Q2 | $324K | Buy |
11,658
+2,964
| +34% | +$82.4K | 0.18% | 112 |
|
2017
Q1 | $220K | Buy |
+8,694
| New | +$220K | 0.13% | 124 |
|