Exencial Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Sell |
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2025
Q1 | $664K | Sell |
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|
2024
Q4 | $647K | Buy |
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|
2024
Q3 | $656K | Sell |
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|
2024
Q2 | $642K | Hold |
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|
2024
Q1 | $671K | Sell |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $589K | Sell |
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|
2023
Q2 | $804K | Sell |
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|
2023
Q1 | $5.71M | Sell |
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|
2022
Q4 | $6.04M | Sell |
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|
2022
Q3 | $5.6M | Buy |
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|
2022
Q2 | $5.88M | Sell |
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|
2022
Q1 | $7.33M | Sell |
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|
2021
Q4 | $7.98M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $7.36M | Buy |
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|
2021
Q1 | $6.65M | Buy |
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|
2020
Q4 | $6.13M | Buy |
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|
2020
Q3 | $4.75M | Buy |
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|
2020
Q2 | $4.03M | Buy |
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|
2020
Q1 | $3.31M | Buy |
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|
2019
Q4 | $3.84M | Buy |
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|
2019
Q3 | $3.58M | Sell |
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|
2019
Q2 | $3.57M | Sell |
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|
2019
Q1 | $3.57M | Sell |
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|
2018
Q4 | $3.16M | Sell |
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|
2018
Q3 | $3.85M | Sell |
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|
2018
Q2 | $3.67M | Sell |
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|
2018
Q1 | $3.65M | Sell |
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|
2017
Q4 | $3.76M | Sell |
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|
2017
Q3 | $3.67M | Buy |
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|
2017
Q2 | $3.65M | Sell |
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|
2017
Q1 | $3.38M | Buy |
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|
2016
Q4 | $2.81M | Buy |
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|
2016
Q3 | $2.84M | Buy |
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|
2016
Q2 | $2.78M | Buy |
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|
2016
Q1 | $2.5M | Sell |
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|
2015
Q4 | $2.44M | Buy |
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|
2015
Q3 | $2.33M | Sell |
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|
2015
Q2 | $2.63M | Sell |
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|
2015
Q1 | $2.57M | Buy |
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|
2014
Q4 | $2.37M | Buy |
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|
2014
Q3 | $1.82M | Buy |
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|
2014
Q2 | $1.8M | Sell |
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|
2014
Q1 | $1.76M | Buy |
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|
2013
Q4 | $1.74M | Sell |
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|
2013
Q3 | $1.63M | Buy |
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|
2013
Q2 | $1.48M | Buy |
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