Founders Financial Securities’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
$392K Sell
6,254
-824
-12% -$51.6K 0.03% 379
2025
Q1
$421K Sell
7,078
-1,248
-15% -$74.2K 0.04% 340
2024
Q4
$486K Sell
8,326
-612
-7% -$35.7K 0.04% 308
2024
Q3
$529K Sell
8,938
-2,168
-20% -$128K 0.05% 262
2024
Q2
$622K Sell
11,106
-4,350
-28% -$244K 0.06% 248
2024
Q1
$906K Sell
15,456
-2,702
-15% -$158K 0.1% 176
2023
Q4
$980K Sell
18,158
-7,015
-28% -$379K 0.11% 168
2023
Q3
$1.22M Buy
25,173
+1,425
+6% +$69.1K 0.16% 116
2023
Q2
$1.34M Sell
23,748
-63
-0.3% -$3.56K 0.18% 111
2023
Q1
$1.29M Sell
23,811
-1,116
-4% -$60.2K 0.19% 109
2022
Q4
$1.31M Sell
24,927
-121
-0.5% -$6.36K 0.21% 100
2022
Q3
$1.18M Buy
25,048
+1,568
+7% +$74K 0.21% 100
2022
Q2
$1.18M Sell
23,480
-3,058
-12% -$154K 0.23% 88
2022
Q1
$1.62M Buy
26,538
+498
+2% +$30.4K 0.29% 74
2021
Q4
$1.72M Buy
26,040
+2,774
+12% +$183K 0.31% 73
2021
Q3
$1.46M Buy
23,266
+460
+2% +$28.9K 0.29% 71
2021
Q2
$1.37M Buy
22,806
+336
+1% +$20.2K 0.27% 79
2021
Q1
$1.24M Buy
22,470
+1,608
+8% +$88.5K 0.29% 70
2020
Q4
$1.14M Buy
20,862
+2,124
+11% +$116K 0.27% 62
2020
Q3
$936K Buy
+18,738
New +$936K 0.3% 58
2018
Q4
Sell
-151,188
Closed -$5.73M 108
2018
Q3
$5.73M Buy
151,188
+3,450
+2% +$131K 1.59% 19
2018
Q2
$4.94M Buy
+147,738
New +$4.94M 1.52% 19
2017
Q3
Sell
-62,880
Closed -$1.75M 96
2017
Q2
$1.75M Sell
62,880
-2,856
-4% -$79.3K 0.66% 31
2017
Q1
$1.66M Buy
+65,736
New +$1.66M 0.63% 33
2016
Q3
Sell
-171,504
Closed -$3.88M 89
2016
Q2
$3.88M Buy
+171,504
New +$3.88M 1.78% 16