CWM
Cornerstone Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
17,688
+3,584
| +25% | +$225K | 0.07% | 247 |
|
|
2025
Q1 | $849K | Buy |
14,104
+4,062
| +40% | +$245K | 0.06% | 274 |
|
|
2024
Q4 | $586K | Buy |
10,042
+454
| +5% | +$26.5K | 0.04% | 322 |
|
|
2024
Q3 | $568K | Sell |
9,588
-158
| -2% | -$9.36K | 0.04% | 327 |
|
|
2024
Q2 | $546K | Sell |
9,746
-1,705
| -15% | -$95.5K | 0.04% | 315 |
|
|
2024
Q1 | $671K | Buy |
11,451
+1,252
| +12% | +$73.4K | 0.05% | 274 |
|
|
2023
Q4 | $550K | Sell |
10,199
-912
| -8% | -$49.2K | 0.05% | 302 |
|
|
2023
Q3 | $539K | Sell |
11,111
-88
| -0.8% | -$4.27K | 0.05% | 285 |
|
|
2023
Q2 | $632K | Buy |
11,199
+369
| +3% | +$20.8K | 0.06% | 260 |
|
|
2023
Q1 | $585K | Buy |
+10,830
| New | +$585K | 0.06% | 261 |
|
|
2022
Q3 | $520K | Sell |
11,017
-2,065
| -16% | -$97.5K | 0.06% | 246 |
|
|
2022
Q2 | $660K | Sell |
13,082
-26,888
| -67% | -$1.36M | 0.07% | 214 |
|
|
2022
Q1 | $2.44M | Sell |
39,970
-739
| -2% | -$45.1K | 0.24% | 85 |
|
|
2021
Q4 | $2.69M | Sell |
40,709
-193
| -0.5% | -$12.7K | 0.26% | 89 |
|
|
2021
Q3 | $2.57M | Buy |
40,902
+34,820
| +573% | +$2.19M | 0.27% | 83 |
|
|
2021
Q2 | $2.2M | Buy |
6,082
+594
| +11% | +$214K | 0.23% | 101 |
|
|
2021
Q1 | $1.81M | Sell |
5,488
-637
| -10% | -$210K | 0.21% | 106 |
|
|
2020
Q4 | $2.01M | Sell |
6,125
-910
| -13% | -$298K | 0.25% | 82 |
|
|
2020
Q3 | $2.11M | Sell |
7,035
-208
| -3% | -$62.3K | 0.31% | 65 |
|
|
2020
Q2 | $1.92M | Buy |
7,243
+2,483
| +52% | +$658K | 0.31% | 65 |
|
|
2020
Q1 | $1.07M | Buy |
4,760
+338
| +8% | +$76.2K | 0.21% | 96 |
|
|
2019
Q4 | $1.17M | Buy |
4,422
+60
| +1% | +$15.9K | 0.19% | 111 |
|
|
2019
Q3 | $1.08M | Sell |
4,362
-36
| -0.8% | -$8.9K | 0.19% | 112 |
|
|
2019
Q2 | $1.06M | Buy |
4,398
+3,914
| +809% | +$946K | 0.19% | 111 |
|
|
2019
Q1 | $268K | Sell |
484
-2,566
| -84% | -$1.42M | 0.03% | 415 |
|
|
2018
Q4 | $612K | Sell |
3,050
-50,450
| -94% | -$10.1M | 0.13% | 162 |
|
|
2018
Q3 | $318K | Sell |
53,500
-160,254
| -75% | -$953K | ﹤0.01% | 1048 |
|
|
2018
Q2 | $1.06M | Buy |
+213,754
| New | +$1.06M | 0.01% | 737 |
|