Congress Wealth Management’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
2022
Q2
Sell
-5,648
Closed -$345K 585
2022
Q1
$345K Sell
5,648
-495,306
-99% -$30.3M 0.01% 487
2021
Q4
$33M Buy
+500,954
New +$33M 0.66% 34