Guardian Wealth Advisors (North Carolina)’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 | $6.52K | Hold |
104
| – | – | ﹤0.01% | 500 |
|
|
2025
Q1 | $6.26K | Hold |
104
| – | – | ﹤0.01% | 478 |
|
|
2024
Q4 | $6.07K | Buy |
104
+12
| +13% | +$700 | ﹤0.01% | 458 |
|
|
2024
Q3 | $5.45K | Hold |
92
| – | – | ﹤0.01% | 405 |
|
|
2024
Q2 | $5.16K | Hold |
92
| – | – | ﹤0.01% | 388 |
|
|
2024
Q1 | $5.39K | Buy |
+92
| New | +$5.39K | ﹤0.01% | 402 |
|
|
2023
Q2 | – | Sell |
-59
| Closed | -$3.19K | – | 425 |
|
|
2023
Q1 | $3.19K | Buy |
+59
| New | +$3.19K | ﹤0.01% | 372 |
|