Clearstead Advisors’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
$39.7K Hold
633
﹤0.01% 1355
2025
Q1
$38.1K Hold
633
﹤0.01% 1242
2024
Q4
$36.9K Hold
633
﹤0.01% 1231
2024
Q3
$37.5K Hold
633
﹤0.01% 1267
2024
Q2
$35.5K Sell
633
-201
-24% -$11.3K ﹤0.01% 1245
2024
Q1
$46.2K Buy
834
+201
+32% +$11.1K ﹤0.01% 781
2023
Q4
$34.2K Sell
633
-733
-54% -$39.6K ﹤0.01% 832
2023
Q3
$66.3K Sell
1,366
-427
-24% -$20.7K ﹤0.01% 829
2023
Q2
$101K Sell
1,793
-1,057
-37% -$59.7K 0.01% 575
2023
Q1
$154K Buy
2,850
+163
+6% +$8.8K 0.01% 434
2022
Q4
$141K Sell
2,687
-59
-2% -$3.1K 0.01% 427
2022
Q3
$130K Buy
2,746
+3
+0.1% +$142 0.01% 421
2022
Q2
$138K Sell
2,743
-2,973
-52% -$150K 0.01% 435
2022
Q1
$348K Buy
5,716
+1,052
+23% +$64K 0.02% 319
2021
Q4
$307K Buy
4,664
+4
+0.1% +$263 0.02% 321
2021
Q3
$293K Buy
4,660
+1,630
+54% +$102K 0.02% 312
2021
Q2
$182K Buy
3,030
+6
+0.2% +$360 0.01% 359
2021
Q1
$167K Hold
3,024
0.01% 357
2020
Q4
$165K Hold
3,024
0.02% 344
2020
Q3
$151K Buy
+3,024
New +$151K 0.02% 313