Guerra Pan Advisors’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
$749K Hold
11,962
0.49% 47
2025
Q1
$720K Sell
11,962
-255
-2% -$15.3K 0.56% 48
2024
Q4
$713K Sell
12,217
-1,179
-9% -$68.8K 0.52% 49
2024
Q3
$793K Hold
13,396
0.63% 44
2024
Q2
$751K Buy
13,396
+21
+0.2% +$1.18K 0.63% 44
2024
Q1
$784K Buy
13,375
+114
+0.9% +$6.68K 0.72% 39
2023
Q4
$716K Sell
13,261
-585
-4% -$31.6K 0.68% 46
2023
Q3
$672K Hold
13,846
0.78% 43
2023
Q2
$782K Hold
13,846
0.87% 37
2023
Q1
$747K Hold
13,846
0.94% 34
2022
Q4
$728K Hold
13,846
0.99% 34
2022
Q3
$672K Sell
13,846
-50
-0.4% -$2.43K 0.98% 35
2022
Q2
$747K Hold
13,896
0.93% 37
2022
Q1
$772K Hold
13,896
0.93% 36
2021
Q4
$915K Buy
+13,896
New +$915K 0.91% 32