Holistic Financial Partners’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 | $348K | Hold |
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|
2025
Q2 | $363K | Hold |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $456K | Sell |
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|
2024
Q1 | $487K | Sell |
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|
2023
Q4 | $459K | Buy |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $455K | Sell |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $2.24M | Sell |
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|
2021
Q4 | $6.01M | Buy |
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|
2021
Q3 | $5.72M | Buy |
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|
2021
Q2 | $5.35M | Sell |
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|
2021
Q1 | $6.94M | Sell |
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|
2020
Q4 | $6.93M | Buy |
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|
2020
Q3 | $6.21M | Buy |
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|
2020
Q2 | $5.44M | Buy |
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