GeoWealth 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 | $199K | Sell |
3,183
-74
| -2% | -$4.64K | 0.01% | 661 |
|
|
2025
Q1 | $196K | Sell |
3,257
-283
| -8% | -$17K | 0.01% | 664 |
|
|
2024
Q4 | $207K | Buy |
3,540
+53
| +2% | +$3.09K | 0.01% | 756 |
|
|
2024
Q3 | $207K | Sell |
3,487
-233
| -6% | -$13.8K | 0.01% | 709 |
|
|
2024
Q2 | $208K | Buy |
3,720
+18
| +0.5% | +$1.01K | 0.01% | 668 |
|
|
2024
Q1 | $217K | Sell |
3,702
-2,817
| -43% | -$165K | 0.01% | 663 |
|
|
2023
Q4 | $352K | Sell |
6,519
-210
| -3% | -$11.3K | 0.03% | 388 |
|
|
2023
Q3 | $326K | Buy |
6,729
+215
| +3% | +$10.4K | 0.04% | 229 |
|
|
2023
Q2 | $368K | Sell |
6,514
-11
| -0.2% | -$621 | 0.04% | 198 |
|
|
2023
Q1 | $352K | Sell |
6,525
-1,206
| -16% | -$65.1K | 0.04% | 163 |
|
|
2022
Q4 | $406K | Sell |
7,731
-5,319
| -41% | -$279K | 0.04% | 164 |
|
|
2022
Q3 | $615K | Sell |
13,050
-393
| -3% | -$18.5K | 0.07% | 146 |
|
|
2022
Q2 | $678K | Sell |
13,443
-554
| -4% | -$27.9K | 0.09% | 131 |
|
|
2022
Q1 | $854K | Sell |
13,997
-415
| -3% | -$25.3K | 0.08% | 160 |
|
|
2021
Q4 | $949K | Sell |
14,412
-383
| -3% | -$25.2K | 0.08% | 153 |
|
|
2021
Q3 | $929K | Sell |
14,795
-74,623
| -83% | -$4.69M | 0.08% | 162 |
|
|
2021
Q2 | $5.38M | Buy |
89,418
+75,138
| +526% | +$4.52M | 0.68% | 38 |
|
|
2021
Q1 | $785K | Sell |
14,280
-372
| -3% | -$20.5K | 0.12% | 94 |
|
|
2020
Q4 | $801K | Buy |
+14,652
| New | +$801K | 0.13% | 118 |
|