GeoWealth Management’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 Q3	–	Sell	-3,183	Closed	-$199K	–	983
2025 Q2	$199K	Sell	3,183 -74	-2%	-$4.45K	0.01%	661
2025 Q1	$196K	Sell	3,257 -283	-8%	-$17.6K	0.01%	664
2024 Q4	$207K	Buy	3,540 +53	+2%	+$3.15K	0.01%	756
2024 Q3	$207K	Sell	3,487 -233	-6%	-$13.3K	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%	-$159K	0.01%	663
2023 Q4	$352K	Sell	6,519 -210	-3%	-$10.3K	0.03%	388
2023 Q3	$326K	Buy	6,729 +215	+3%	+$11.4K	0.04%	229
2023 Q2	$368K	Sell	6,514 -11	-0.2%	-$606	0.04%	198
2023 Q1	$352K	Sell	6,525 -1,206	-16%	-$64.2K	0.04%	163
2022 Q4	$406K	Sell	7,731 -5,319	-41%	-$270K	0.04%	164
2022 Q3	$615K	Sell	13,050 -393	-3%	-$20.4K	0.07%	146
2022 Q2	$678K	Sell	13,443 -554	-4%	-$30.2K	0.09%	131
2022 Q1	$854K	Sell	13,997 -415	-3%	-$24.7K	0.08%	160
2021 Q4	$949K	Sell	14,412 -383	-3%	-$24.5K	0.08%	153
2021 Q3	$929K	Sell	14,795 -74,623	-83%	-$4.76M	0.08%	162
2021 Q2	$5.38M	Buy	89,418 +75,138	+526%	+$4.35M	0.68%	38
2021 Q1	$785K	Sell	14,280 -372	-3%	-$20.6K	0.12%	94
2020 Q4	$801K	Buy	+14,652	New	+$766K	0.13%	118