EWA
EP Wealth Advisors’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 | $7.16M | Sell |
114,333
-15,629
| -12% | -$979K | 0.05% | 219 |
|
|
2025
Q1 | $7.82M | Sell |
129,962
-9,600
| -7% | -$578K | 0.06% | 176 |
|
|
2024
Q4 | $8.14M | Sell |
139,562
-12,379
| -8% | -$722K | 0.07% | 163 |
|
|
2024
Q3 | $9M | Sell |
151,941
-4,908
| -3% | -$291K | 0.08% | 155 |
|
|
2024
Q2 | $8.79M | Sell |
156,849
-1,494
| -0.9% | -$83.7K | 0.09% | 129 |
|
|
2024
Q1 | $9.28M | Sell |
158,343
-3,880
| -2% | -$227K | 0.11% | 117 |
|
|
2023
Q4 | $8.76M | Sell |
162,223
-2,985
| -2% | -$161K | 0.11% | 117 |
|
|
2023
Q3 | $8.01M | Buy |
165,208
+160,999
| +3,825% | +$7.81M | 0.12% | 119 |
|
|
2023
Q2 | $9.68M | Buy |
4,209
+3,294
| +360% | +$7.57M | 0.14% | 102 |
|
|
2023
Q1 | $226K | Sell |
915
-82,571
| -99% | -$20.4M | ﹤0.01% | 552 |
|
|
2022
Q4 | $4.39M | Buy |
+83,486
| New | +$4.39M | 0.08% | 138 |
|
|
2022
Q3 | – | Sell |
-6,393
| Closed | -$322K | – | 465 |
|
|
2022
Q2 | $322K | Sell |
6,393
-1,447
| -18% | -$72.9K | 0.01% | 465 |
|
|
2022
Q1 | $478K | Buy |
7,840
+738
| +10% | +$45K | 0.01% | 389 |
|
|
2021
Q4 | $468K | Sell |
7,102
-704
| -9% | -$46.4K | 0.01% | 368 |
|
|
2021
Q3 | $490K | Buy |
7,806
+6,243
| +399% | +$392K | 0.01% | 334 |
|
|
2021
Q2 | $564K | Sell |
1,563
-673
| -30% | -$243K | 0.02% | 318 |
|
|
2021
Q1 | $739K | Sell |
2,236
-889
| -28% | -$294K | 0.02% | 264 |
|
|
2020
Q4 | $1.02M | Sell |
3,125
-180
| -5% | -$58.9K | 0.04% | 186 |
|
|
2020
Q3 | $990K | Sell |
3,305
-60
| -2% | -$18K | 0.04% | 162 |
|
|
2020
Q2 | $891K | Sell |
3,365
-323
| -9% | -$85.5K | 0.04% | 187 |
|
|
2020
Q1 | $831K | Sell |
3,688
-481
| -12% | -$108K | 0.04% | 191 |
|
|
2019
Q4 | $1.1M | Sell |
4,169
-307
| -7% | -$81.2K | 0.05% | 181 |
|
|
2019
Q3 | $1.11M | Sell |
4,476
-766
| -15% | -$189K | 0.05% | 143 |
|
|
2019
Q2 | $1.26M | Sell |
5,242
-566
| -10% | -$136K | 0.08% | 108 |
|
|
2019
Q1 | $1.35M | Sell |
5,808
-326
| -5% | -$75.5K | 0.13% | 92 |
|
|
2018
Q4 | $1.23M | Sell |
6,134
-269
| -4% | -$53.8K | 0.09% | 109 |
|
|
2018
Q3 | $1.46M | Sell |
6,403
-546
| -8% | -$124K | 0.11% | 93 |
|
|
2018
Q2 | $1.39M | Sell |
6,949
-726
| -9% | -$146K | 0.13% | 73 |
|
|
2018
Q1 | $1.42M | Sell |
7,675
-1,164
| -13% | -$215K | 0.14% | 79 |
|
|
2017
Q4 | $1.53M | Sell |
8,839
-2,883
| -25% | -$500K | 0.16% | 59 |
|
|
2017
Q3 | $1.96M | Sell |
11,722
-1,557
| -12% | -$260K | 0.23% | 53 |
|
|
2017
Q2 | $2.21M | Buy |
+13,279
| New | +$2.21M | 0.27% | 55 |
|