Carson Wealth (CWM LLC)’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
25,041
-63
| -0.3% | -$3.95K | 0.01% | 1043 |
|
|
2025
Q1 | $1.51M | Buy |
25,104
+30
| +0.1% | +$1.81K | 0.01% | 935 |
|
|
2024
Q4 | $1.46M | Buy |
25,074
+7,635
| +44% | +$445K | 0.01% | 908 |
|
|
2024
Q3 | $1.03M | Sell |
17,439
-372
| -2% | -$22K | ﹤0.01% | 1009 |
|
|
2024
Q2 | $998K | Buy |
17,811
+1,138
| +7% | +$63.8K | ﹤0.01% | 885 |
|
|
2024
Q1 | $977K | Sell |
16,673
-4,529
| -21% | -$265K | ﹤0.01% | 862 |
|
|
2023
Q4 | $1.14M | Buy |
21,202
+1,458
| +7% | +$78.7K | 0.01% | 749 |
|
|
2023
Q3 | $958K | Buy |
19,744
+6,918
| +54% | +$336K | 0.01% | 768 |
|
|
2023
Q2 | $724K | Buy |
12,826
+344
| +3% | +$19.4K | ﹤0.01% | 821 |
|
|
2023
Q1 | $674K | Buy |
12,482
+24
| +0.2% | +$1.3K | ﹤0.01% | 788 |
|
|
2022
Q4 | $655K | Sell |
12,458
-963
| -7% | -$50.6K | ﹤0.01% | 721 |
|
|
2022
Q3 | $633K | Sell |
13,421
-2,144
| -14% | -$101K | 0.01% | 684 |
|
|
2022
Q2 | $785K | Sell |
15,565
-3,945
| -20% | -$199K | 0.01% | 614 |
|
|
2022
Q1 | $1.19M | Sell |
19,510
-2,544
| -12% | -$155K | 0.01% | 518 |
|
|
2021
Q4 | $1.45M | Buy |
+22,054
| New | +$1.45M | 0.01% | 504 |
|
|
2021
Q2 | $1.57M | Hold |
26,064
| – | – | 0.01% | 490 |
|
|
2021
Q1 | $1.57M | Hold |
26,064
| – | – | 0.01% | 490 |
|
|
2020
Q4 | $1.57M | Hold |
26,064
| – | – | 0.01% | 490 |
|
|
2020
Q3 | $1.57M | Hold |
26,064
| – | – | 0.01% | 490 |
|
|
2020
Q2 | $1.57M | Hold |
26,064
| – | – | 0.01% | 490 |
|
|
2020
Q1 | $1.57M | Hold |
26,064
| – | – | 0.01% | 490 |
|
|
2019
Q4 | $1.57M | Hold |
26,064
| – | – | 0.01% | 490 |
|
|
2019
Q3 | $1.57M | Hold |
26,064
| – | – | 0.01% | 490 |
|
|
2019
Q2 | $1.57M | Hold |
26,064
| – | – | 0.01% | 490 |
|
|
2019
Q1 | $1.57M | Buy |
26,064
+5,634
| +28% | +$339K | 0.01% | 490 |
|
|
2018
Q4 | $680K | Buy |
20,430
+8,010
| +64% | +$267K | 0.02% | 408 |
|
|
2018
Q3 | $471K | Buy |
+12,420
| New | +$471K | 0.01% | 394 |
|