Concurrent Investment 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
$758K Sell
12,100
-6
-0% -$376 0.01% 684
2025
Q1
$729K Buy
12,106
+1,399
+13% +$84.2K 0.02% 632
2024
Q4
$625K Buy
10,707
+2,130
+25% +$124K 0.02% 612
2024
Q3
$508K Sell
8,577
-518
-6% -$30.7K 0.02% 610
2024
Q2
$510K Sell
9,095
-292
-3% -$16.4K 0.02% 574
2024
Q1
$550K Sell
9,387
-835
-8% -$48.9K 0.02% 519
2023
Q4
$552K Buy
+10,222
New +$552K 0.03% 473