Geneos 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 | $4.53M | Sell |
72,270
-55,638
| -43% | -$3.49M | 0.11% | 231 |
|
|
2025
Q1 | $7.7M | Buy |
127,908
+72,402
| +130% | +$4.36M | 0.11% | 226 |
|
|
2024
Q4 | $3.24M | Sell |
55,506
-12
| -0% | -$700 | 0.11% | 201 |
|
|
2024
Q3 | $3.29M | Hold |
55,518
| – | – | 0.13% | 195 |
|
|
2024
Q2 | $3.11M | Buy |
55,518
+7,248
| +15% | +$406K | 0.14% | 175 |
|
|
2024
Q1 | $2.83M | Sell |
48,270
-7,290
| -13% | -$427K | 0.13% | 191 |
|
|
2023
Q4 | $3M | Buy |
55,560
+9,090
| +20% | +$491K | 0.15% | 165 |
|
|
2023
Q3 | $2.25M | Buy |
46,470
+3,041
| +7% | +$147K | 0.12% | 197 |
|
|
2023
Q2 | $2.45M | Buy |
43,429
+2,851
| +7% | +$161K | 0.13% | 182 |
|
|
2023
Q1 | $2.19M | Sell |
40,578
-907
| -2% | -$49K | 0.13% | 182 |
|
|
2022
Q4 | $2.18M | Sell |
41,485
-3,307
| -7% | -$174K | 0.13% | 168 |
|
|
2022
Q3 | $2.11M | Sell |
44,792
-37
| -0.1% | -$1.75K | 0.15% | 154 |
|
|
2022
Q2 | $2.3M | Buy |
44,829
+214
| +0.5% | +$11K | 0.11% | 192 |
|
|
2022
Q1 | $2.72M | Sell |
44,615
-11,742
| -21% | -$716K | 0.12% | 188 |
|
|
2021
Q4 | $3.71M | Buy |
56,357
+1,155
| +2% | +$76.1K | 0.14% | 160 |
|
|
2021
Q3 | $3.48M | Buy |
55,202
+254
| +0.5% | +$16K | 0.13% | 173 |
|
|
2021
Q2 | $3.36M | Sell |
54,948
-22,872
| -29% | -$1.4M | 0.13% | 169 |
|
|
2021
Q1 | $4.6M | Sell |
77,820
-11,532
| -13% | -$681K | 0.13% | 187 |
|
|
2020
Q4 | $3.24M | Buy |
89,352
+30,222
| +51% | +$1.1M | 0.13% | 174 |
|
|
2020
Q3 | $2.87M | Buy |
59,130
+17,154
| +41% | +$832K | 0.15% | 156 |
|
|
2020
Q2 | $1.79M | Buy |
41,976
+162
| +0.4% | +$6.91K | 0.1% | 202 |
|
|
2020
Q1 | $1.53M | Buy |
41,814
+14,292
| +52% | +$522K | 0.1% | 195 |
|
|
2019
Q4 | $1.22M | Buy |
27,522
+708
| +3% | +$31.3K | 0.06% | 267 |
|
|
2019
Q3 | $1.09M | Buy |
26,814
+10,890
| +68% | +$443K | 0.07% | 256 |
|
|
2019
Q2 | $638K | Sell |
15,924
-894
| -5% | -$35.8K | 0.04% | 357 |
|
|
2019
Q1 | $649K | Sell |
16,818
-43,902
| -72% | -$1.69M | 0.04% | 343 |
|
|
2018
Q4 | $1.99M | Sell |
60,720
-5,904
| -9% | -$194K | 0.15% | 165 |
|
|
2018
Q3 | $2.53M | Buy |
66,624
+51,276
| +334% | +$1.95M | 0.17% | 150 |
|
|
2018
Q2 | $513K | Sell |
15,348
-2,574
| -14% | -$86K | 0.04% | 329 |
|
|
2018
Q1 | $552K | Sell |
17,922
-330
| -2% | -$10.2K | 0.05% | 290 |
|
|
2017
Q4 | $527K | Sell |
18,252
-1,542
| -8% | -$44.5K | 0.05% | 307 |
|
|
2017
Q3 | $551K | Sell |
19,794
-252
| -1% | -$7.02K | 0.05% | 287 |
|
|
2017
Q2 | $556K | Sell |
20,046
-318
| -2% | -$8.82K | 0.06% | 272 |
|
|
2017
Q1 | $514K | Sell |
20,364
-1,038
| -5% | -$26.2K | 0.05% | 267 |
|
|
2016
Q4 | $475K | Buy |
21,402
+6
| +0% | +$133 | 0.06% | 257 |
|
|
2016
Q3 | $518K | Hold |
21,396
| – | – | 0.07% | 237 |
|
|
2016
Q2 | $485K | Sell |
21,396
-198
| -0.9% | -$4.49K | 0.07% | 245 |
|
|
2016
Q1 | $445K | Buy |
+21,594
| New | +$445K | 0.07% | 254 |
|