Circle Wealth Management’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 | $445K | Hold |
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|
2025
Q2 | $464K | Hold |
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|
2025
Q1 | $446K | Hold |
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|
2024
Q4 | $432K | Hold |
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|
2024
Q3 | $439K | Hold |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $862K | Sell |
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|
2023
Q3 | $841K | Sell |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.72M | Hold |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $2.22M | Sell |
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|
2021
Q4 | $2.72M | Sell |
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|
2021
Q3 | $2.72M | Buy |
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|
2021
Q2 | $2.6M | Buy |
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|
2021
Q1 | $1.98M | Buy |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $1.43M | Buy |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | $843K | Sell |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $940K | Buy |
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