Gladstone Institutional Advisory’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 | $431K | Buy |
6,888
+512
| +8% | +$32.1K | 0.02% | 536 |
|
2025
Q1 | $384K | Buy |
6,376
+108
| +2% | +$6.5K | 0.02% | 535 |
|
2024
Q4 | $366K | Sell |
6,268
-168
| -3% | -$9.8K | 0.02% | 542 |
|
2024
Q3 | $381K | Sell |
6,436
-516
| -7% | -$30.6K | 0.02% | 517 |
|
2024
Q2 | $390K | Sell |
6,952
-337
| -5% | -$18.9K | 0.02% | 480 |
|
2024
Q1 | $427K | Sell |
7,289
-3,300
| -31% | -$193K | 0.02% | 454 |
|
2023
Q4 | $572K | Buy |
10,589
+84
| +0.8% | +$4.53K | 0.03% | 391 |
|
2023
Q3 | $509K | Sell |
10,505
-3,099
| -23% | -$150K | 0.03% | 386 |
|
2023
Q2 | $768K | Buy |
13,604
+4,172
| +44% | +$236K | 0.05% | 323 |
|
2023
Q1 | $509K | Buy |
9,432
+259
| +3% | +$14K | 0.03% | 398 |
|
2022
Q4 | $482K | Sell |
9,173
-338
| -4% | -$17.8K | 0.03% | 403 |
|
2022
Q3 | $449K | Sell |
9,511
-448
| -4% | -$21.1K | 0.04% | 416 |
|
2022
Q2 | $502K | Sell |
9,959
-2,508
| -20% | -$126K | 0.04% | 410 |
|
2022
Q1 | $760K | Buy |
12,467
+3,321
| +36% | +$202K | 0.05% | 348 |
|
2021
Q4 | $602K | Buy |
9,146
+1,390
| +18% | +$91.5K | 0.05% | 343 |
|
2021
Q3 | $487K | Buy |
7,756
+2,788
| +56% | +$175K | 0.05% | 332 |
|
2021
Q2 | $299K | Buy |
4,968
+276
| +6% | +$16.6K | 0.04% | 397 |
|
2021
Q1 | $258K | Buy |
4,692
+876
| +23% | +$48.2K | 0.04% | 348 |
|
2020
Q4 | $208K | Buy |
+3,816
| New | +$208K | 0.04% | 282 |
|
2019
Q2 | – | Sell |
-19,782
| Closed | -$763K | – | 279 |
|
2019
Q1 | $763K | Buy |
19,782
+672
| +4% | +$25.9K | 0.28% | 78 |
|
2018
Q4 | $636K | Buy |
+19,110
| New | +$636K | 0.37% | 67 |
|