Gerber Kawasaki Wealth & Investment 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 | $11.5M | Sell |
183,199
-2,685
| -1% | -$168K | 0.44% | 49 |
|
|
2025
Q1 | $11.2M | Sell |
185,884
-7,615
| -4% | -$458K | 0.5% | 46 |
|
|
2024
Q4 | $11.3M | Sell |
193,499
-3,098
| -2% | -$181K | 0.49% | 47 |
|
|
2024
Q3 | $11.6M | Sell |
196,597
-26,063
| -12% | -$1.54M | 0.54% | 46 |
|
|
2024
Q2 | $12.5M | Sell |
222,660
-9,021
| -4% | -$506K | 0.62% | 44 |
|
|
2024
Q1 | $13.6M | Sell |
231,681
-11,121
| -5% | -$652K | 0.73% | 36 |
|
|
2023
Q4 | $13.1M | Sell |
242,802
-66,744
| -22% | -$3.6M | 0.78% | 33 |
|
|
2023
Q3 | $15M | Sell |
309,546
-18,981
| -6% | -$921K | 1.02% | 27 |
|
|
2023
Q2 | $18.5M | Sell |
328,527
-15,529
| -5% | -$877K | 1.25% | 21 |
|
|
2023
Q1 | $18.6M | Sell |
344,056
-19,043
| -5% | -$1.03M | 1.47% | 20 |
|
|
2022
Q4 | $19.1M | Sell |
363,099
-34,619
| -9% | -$1.82M | 1.69% | 16 |
|
|
2022
Q3 | $18.8M | Sell |
397,718
-13,345
| -3% | -$630K | 1.75% | 16 |
|
|
2022
Q2 | $20.7M | Sell |
411,063
-34,075
| -8% | -$1.72M | 1.97% | 11 |
|
|
2022
Q1 | $27.1M | Buy |
445,138
+4,982
| +1% | +$304K | 2.21% | 12 |
|
|
2021
Q4 | $29M | Buy |
440,156
+437,047
| +14,057% | +$28.8M | 2.31% | 12 |
|
|
2021
Q3 | $3.11M | Sell |
3,109
-427,457
| -99% | -$427M | 0.4% | 43 |
|
|
2021
Q2 | $25.9M | Buy |
430,566
+3,252
| +0.8% | +$196K | 2.65% | 10 |
|
|
2021
Q1 | $23.5M | Buy |
427,314
+33,582
| +9% | +$1.85M | 2.83% | 7 |
|
|
2020
Q4 | $21.5M | Buy |
+393,732
| New | +$21.5M | 2.98% | 6 |
|
|
2020
Q3 | – | Sell |
-329,142
| Closed | -$14.5M | – | 133 |
|
|
2020
Q2 | $14.5M | Buy |
329,142
+80,244
| +32% | +$3.54M | 3.22% | 7 |
|
|
2020
Q1 | $9.35M | Buy |
248,898
+143,664
| +137% | +$5.4M | 2.65% | 10 |
|
|
2019
Q4 | $4.64M | Buy |
105,234
+9,018
| +9% | +$397K | 1.17% | 26 |
|
|
2019
Q3 | $3.96M | Buy |
96,216
+4,452
| +5% | +$183K | 1.14% | 26 |
|
|
2019
Q2 | $3.68M | Buy |
91,764
+9,324
| +11% | +$374K | 1.07% | 28 |
|
|
2019
Q1 | $3.18M | Buy |
82,440
+17,520
| +27% | +$676K | 0.95% | 31 |
|
|
2018
Q4 | $2.16M | Buy |
64,920
+19,074
| +42% | +$635K | 0.76% | 37 |
|
|
2018
Q3 | $1.74M | Buy |
+45,846
| New | +$1.74M | 0.47% | 40 |
|