Caldwell Trust’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
Q3 | $507K | Sell |
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|
2025
Q2 | $538K | Hold |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $567K | Sell |
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|
2024
Q3 | $577K | Sell |
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $731K | Sell |
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|
2023
Q4 | $709K | Sell |
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|
2023
Q3 | $816K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $919K | Buy |
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|
2022
Q2 | $972K | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $996K | Buy |
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|
2020
Q4 | $877K | Buy |
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|
2020
Q3 | $630K | Buy |
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|
2020
Q2 | $532K | Buy |
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|
2020
Q1 | $285K | Buy |
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|
2019
Q4 | $223K | Buy |
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