Castleview Partners’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
Sell
-5,801
Closed -$349K 180
2025
Q1
$349K Sell
5,801
-190
-3% -$11.4K 0.24% 110
2024
Q4
$349K Buy
5,991
+162
+3% +$9.45K 0.19% 130
2024
Q3
$345K Sell
5,829
-147
-2% -$8.71K 0.2% 123
2024
Q2
$335K Buy
5,976
+313
+6% +$17.5K 0.19% 121
2024
Q1
$332K Buy
5,663
+29
+0.5% +$1.7K 0.19% 124
2023
Q4
$304K Buy
+5,634
New +$304K 0.21% 108
2023
Q2
Sell
-324
Closed -$17.5K 705
2023
Q1
$17.5K Sell
324
-198
-38% -$10.7K 0.02% 359
2022
Q4
$27.4K Buy
+522
New +$27.4K 0.03% 279