DWM
Destination 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 | $2.08M | Sell |
33,225
-259
| -0.8% | -$16.2K | 0.06% | 117 |
|
|
2025
Q1 | $2.02M | Sell |
33,484
-168
| -0.5% | -$10.1K | 0.06% | 113 |
|
|
2024
Q4 | $1.96M | Sell |
33,652
-244
| -0.7% | -$14.2K | 0.06% | 113 |
|
|
2024
Q3 | $2.01M | Buy |
33,896
+334
| +1% | +$19.8K | 0.06% | 110 |
|
|
2024
Q2 | $1.88M | Buy |
33,562
+94
| +0.3% | +$5.27K | 0.06% | 107 |
|
|
2024
Q1 | $1.96M | Buy |
33,468
+989
| +3% | +$57.9K | 0.07% | 108 |
|
|
2023
Q4 | $1.75M | Buy |
32,479
+255
| +0.8% | +$13.8K | 0.06% | 109 |
|
|
2023
Q3 | $1.56M | Sell |
32,224
-195
| -0.6% | -$9.46K | 0.06% | 109 |
|
|
2023
Q2 | $1.83M | Sell |
32,419
-1,367
| -4% | -$77.2K | 0.07% | 107 |
|
|
2023
Q1 | $1.82M | Buy |
33,786
+730
| +2% | +$39.4K | 0.07% | 107 |
|
|
2022
Q4 | $1.74M | Hold |
33,056
| – | – | 0.07% | 108 |
|
|
2022
Q3 | $1.56M | Sell |
33,056
-1,394
| -4% | -$65.8K | 0.07% | 109 |
|
|
2022
Q2 | $1.74M | Sell |
34,450
-888
| -3% | -$44.8K | 0.07% | 111 |
|
|
2022
Q1 | $2.15M | Sell |
35,338
-166
| -0.5% | -$10.1K | 0.08% | 103 |
|
|
2021
Q4 | $2.34M | Sell |
35,504
-2,966
| -8% | -$195K | 0.08% | 104 |
|
|
2021
Q3 | $2.42M | Buy |
38,470
+31,602
| +460% | +$1.98M | 0.09% | 99 |
|
|
2021
Q2 | $2.48M | Sell |
6,868
-82
| -1% | -$29.6K | 0.1% | 98 |
|
|
2021
Q1 | $2.3M | Sell |
6,950
-373
| -5% | -$123K | 0.09% | 98 |
|
|
2020
Q4 | $2.4M | Sell |
7,323
-253
| -3% | -$82.8K | 0.1% | 87 |
|
|
2020
Q3 | $2.27M | Sell |
7,576
-119
| -2% | -$35.7K | 0.11% | 81 |
|
|
2020
Q2 | $2.04M | Buy |
7,695
+272
| +4% | +$72K | 0.11% | 81 |
|
|
2020
Q1 | $1.67M | Buy |
+7,423
| New | +$1.67M | 0.1% | 86 |
|
|
2019
Q3 | – | Sell |
-120
| Closed | -$29K | – | 300 |
|
|
2019
Q2 | $29K | Hold |
120
| – | – | ﹤0.01% | 343 |
|
|
2019
Q1 | $28K | Buy |
+120
| New | +$28K | ﹤0.01% | 353 |
|