Creative Planning’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 | $2.51M | Buy |
40,034
+9,537
| +31% | +$597K | ﹤0.01% | 1153 |
|
2025
Q1 | $1.84M | Buy |
30,497
+1,685
| +6% | +$101K | ﹤0.01% | 1229 |
|
2024
Q4 | $1.68M | Buy |
28,812
+8,439
| +41% | +$492K | ﹤0.01% | 1246 |
|
2024
Q3 | $1.21M | Sell |
20,373
-423
| -2% | -$25.1K | ﹤0.01% | 1384 |
|
2024
Q2 | $1.17M | Sell |
20,796
-434
| -2% | -$24.3K | ﹤0.01% | 1293 |
|
2024
Q1 | $1.24M | Sell |
21,230
-724
| -3% | -$42.4K | ﹤0.01% | 1195 |
|
2023
Q4 | $1.18M | Sell |
21,954
-3,245
| -13% | -$175K | ﹤0.01% | 1149 |
|
2023
Q3 | $1.22M | Sell |
25,199
-12,660
| -33% | -$614K | ﹤0.01% | 1070 |
|
2023
Q2 | $2.14M | Buy |
37,859
+16,739
| +79% | +$945K | ﹤0.01% | 786 |
|
2023
Q1 | $1.14M | Sell |
21,120
-5,618
| -21% | -$303K | ﹤0.01% | 1009 |
|
2022
Q4 | $1.41M | Buy |
26,738
+4,306
| +19% | +$226K | ﹤0.01% | 873 |
|
2022
Q3 | $1.06M | Sell |
22,432
-1,340
| -6% | -$63.2K | ﹤0.01% | 939 |
|
2022
Q2 | $1.2M | Buy |
23,772
+4,742
| +25% | +$239K | ﹤0.01% | 895 |
|
2022
Q1 | $1.16M | Sell |
19,030
-3,744
| -16% | -$228K | ﹤0.01% | 919 |
|
2021
Q4 | $1.5M | Buy |
22,774
+676
| +3% | +$44.5K | ﹤0.01% | 787 |
|
2021
Q3 | $1.39M | Sell |
22,098
-4,572
| -17% | -$287K | ﹤0.01% | 802 |
|
2021
Q2 | $1.61M | Sell |
26,670
-222
| -0.8% | -$13.4K | ﹤0.01% | 754 |
|
2021
Q1 | $1.48M | Buy |
26,892
+420
| +2% | +$23.1K | ﹤0.01% | 834 |
|
2020
Q4 | $1.44M | Buy |
26,472
+3,588
| +16% | +$196K | ﹤0.01% | 786 |
|
2020
Q3 | $1.14M | Buy |
22,884
+4,578
| +25% | +$229K | ﹤0.01% | 737 |
|
2020
Q2 | $808K | Sell |
18,306
-24
| -0.1% | -$1.06K | ﹤0.01% | 814 |
|
2020
Q1 | $688K | Sell |
18,330
-594
| -3% | -$22.3K | ﹤0.01% | 794 |
|
2019
Q4 | $834K | Buy |
18,924
+6,558
| +53% | +$289K | ﹤0.01% | 867 |
|
2019
Q3 | $510K | Buy |
12,366
+1,488
| +14% | +$61.4K | ﹤0.01% | 1045 |
|
2019
Q2 | $436K | Sell |
10,878
-408
| -4% | -$16.4K | ﹤0.01% | 1153 |
|
2019
Q1 | $436K | Buy |
11,286
+420
| +4% | +$16.2K | ﹤0.01% | 1106 |
|
2018
Q4 | $362K | Sell |
10,866
-420
| -4% | -$14K | ﹤0.01% | 1119 |
|
2018
Q3 | $428K | Buy |
11,286
+2,106
| +23% | +$79.9K | ﹤0.01% | 1171 |
|
2018
Q2 | $307K | Buy |
+9,180
| New | +$307K | ﹤0.01% | 1351 |
|
2017
Q3 | – | Sell |
-8,166
| Closed | -$227K | – | 2688 |
|
2017
Q2 | $227K | Buy |
8,166
+2,598
| +47% | +$72.2K | ﹤0.01% | 1435 |
|
2017
Q1 | $141K | Sell |
5,568
-666
| -11% | -$16.9K | ﹤0.01% | 1715 |
|
2016
Q4 | $138K | Buy |
6,234
+720
| +13% | +$15.9K | ﹤0.01% | 1628 |
|
2016
Q3 | $134K | Buy |
5,514
+1,314
| +31% | +$31.9K | ﹤0.01% | 1633 |
|
2016
Q2 | $95K | Buy |
4,200
+66
| +2% | +$1.49K | ﹤0.01% | 1704 |
|
2016
Q1 | $84K | Hold |
4,134
| – | – | ﹤0.01% | 1724 |
|
2015
Q4 | $84K | Sell |
4,134
-4,212
| -50% | -$85.6K | ﹤0.01% | 1729 |
|
2015
Q3 | $155K | Buy |
+8,346
| New | +$155K | ﹤0.01% | 1325 |
|
2015
Q2 | – | Sell |
-6,474
| Closed | -$130K | – | 1908 |
|
2015
Q1 | $130K | Buy |
6,474
+774
| +14% | +$15.5K | ﹤0.01% | 1417 |
|
2014
Q4 | $107K | Sell |
5,700
-630
| -10% | -$11.8K | ﹤0.01% | 1513 |
|
2014
Q3 | $105K | Buy |
6,330
+192
| +3% | +$3.19K | ﹤0.01% | 1431 |
|
2014
Q2 | $104K | Sell |
6,138
-762
| -11% | -$12.9K | ﹤0.01% | 1395 |
|
2014
Q1 | $114K | Buy |
6,900
+2,430
| +54% | +$40.1K | ﹤0.01% | 1317 |
|
2013
Q4 | $69K | Buy |
4,470
+174
| +4% | +$2.69K | ﹤0.01% | 1409 |
|
2013
Q3 | $61K | Buy |
4,296
+1,800
| +72% | +$25.6K | ﹤0.01% | 1392 |
|
2013
Q2 | $33K | Buy |
+2,496
| New | +$33K | ﹤0.01% | 1619 |
|