Forza Wealth Management’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
$263K Hold
4,200
0.11% 171
2025
Q1
$253K Sell
4,200
-600
-13% -$36.1K 0.11% 162
2024
Q4
$280K Hold
4,800
0.13% 157
2024
Q3
$284K Hold
4,800
0.13% 153
2024
Q2
$269K Sell
4,800
-300
-6% -$16.8K 0.14% 149
2024
Q1
$299K Hold
5,100
0.16% 142
2023
Q4
$275K Sell
5,100
-17,600
-78% -$950K 0.15% 142
2023
Q3
$1.1M Sell
22,700
-200
-0.9% -$9.7K 0.57% 52
2023
Q2
$1.29M Sell
22,900
-1,485
-6% -$83.8K 0.65% 48
2023
Q1
$1.32M Buy
+24,385
New +$1.32M 0.68% 46