Concord Wealth 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 | $121K | Buy |
1,932
+1
| +0.1% | +$63 | 0.02% | 251 |
|
|
2025
Q1 | $116K | Buy |
1,931
+2
| +0.1% | +$120 | 0.02% | 227 |
|
|
2024
Q4 | $113K | Sell |
1,929
-227
| -11% | -$13.2K | 0.02% | 242 |
|
|
2024
Q3 | $128K | Buy |
2,156
+173
| +9% | +$10.2K | 0.02% | 243 |
|
|
2024
Q2 | $111K | Buy |
1,983
+62
| +3% | +$3.48K | 0.02% | 235 |
|
|
2024
Q1 | $113K | Buy |
1,921
+1
| +0.1% | +$59 | 0.02% | 261 |
|
|
2023
Q4 | $104K | Buy |
1,920
+8
| +0.4% | +$432 | 0.02% | 273 |
|
|
2023
Q3 | $92.8K | Sell |
1,912
-318
| -14% | -$15.4K | 0.02% | 295 |
|
|
2023
Q2 | $126K | Buy |
2,230
+1
| +0% | +$56 | 0.03% | 247 |
|
|
2023
Q1 | $120K | Buy |
2,229
+1
| +0% | +$54 | 0.03% | 226 |
|
|
2022
Q4 | $117K | Buy |
+2,228
| New | +$117K | 0.04% | 224 |
|
|
2022
Q3 | – | Sell |
-3,013
| Closed | -$152K | – | 610 |
|
|
2022
Q2 | $152K | Buy |
3,013
+2
| +0.1% | +$101 | 0.04% | 195 |
|
|
2022
Q1 | $184K | Hold |
3,011
| – | – | 0.05% | 190 |
|
|
2021
Q4 | $198K | Buy |
3,011
+2,159
| +253% | +$142K | 0.05% | 192 |
|
|
2021
Q3 | $53K | Sell |
852
-1,050
| -55% | -$65.3K | 0.02% | 213 |
|
|
2021
Q2 | $114K | Sell |
1,902
-1,020
| -35% | -$61.1K | 0.03% | 215 |
|
|
2021
Q1 | $161K | Sell |
2,922
-28,380
| -91% | -$1.56M | 0.05% | 150 |
|
|
2020
Q4 | $1.71M | Buy |
+31,302
| New | +$1.71M | 1.32% | 12 |
|