Caldwell Trust’s iShares US Medical Devices ETF IHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Hold |
8,584
|
|
||||
|
2025
Q1 | $517K | Sell |
8,584
-1,135
|
|
||||
|
2024
Q4 | $567K | Sell |
9,719
-21
|
|
||||
|
2024
Q3 | $577K | Sell |
9,740
-1,256
|
|
||||
|
2024
Q2 | $616K | Sell |
10,996
-1,473
|
|
||||
|
2024
Q1 | $731K | Sell |
12,469
-670
|
|
||||
|
2023
Q4 | $709K | Sell |
13,139
-3,694
|
|
||||
|
2023
Q3 | $816K | Sell |
16,833
-1,185
|
|
||||
|
2023
Q2 | $1.02M | Sell |
18,018
-1,438
|
|
||||
|
2023
Q1 | $1.05M | Sell |
19,456
-780
|
|
||||
|
2022
Q4 | $1.06M | Buy |
20,236
+754
|
|
||||
|
2022
Q3 | $919K | Buy |
19,482
+220
|
|
||||
|
2022
Q2 | $972K | Sell |
19,262
-1,220
|
|
||||
|
2022
Q1 | $1.25M | Sell |
20,482
-406
|
|
||||
|
2021
Q4 | $1.38M | Sell |
20,888
-138
|
|
||||
|
2021
Q3 | $1.32M | Sell |
21,026
-76
|
|
||||
|
2021
Q2 | $1.27M | Buy |
21,102
+3,012
|
|
||||
|
2021
Q1 | $996K | Buy |
18,090
+2,010
|
|
||||
|
2020
Q4 | $877K | Buy |
16,080
+3,456
|
|
||||
|
2020
Q3 | $630K | Buy |
12,624
+564
|
|
||||
|
2020
Q2 | $532K | Buy |
12,060
+4,470
|
|
||||
|
2020
Q1 | $285K | Buy |
7,590
+2,520
|
|
||||
|
2019
Q4 | $223K | Buy |
+5,070
|
|