Holistic Financial Partners’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 | $363K | Hold |
5,793
| – | – | 0.16% | 73 |
|
|
2025
Q1 | $349K | Sell |
5,793
-367
| -6% | -$22.1K | 0.17% | 73 |
|
|
2024
Q4 | $359K | Sell |
6,160
-910
| -13% | -$53.1K | 0.18% | 68 |
|
|
2024
Q3 | $419K | Sell |
7,070
-1,064
| -13% | -$63K | 0.2% | 60 |
|
|
2024
Q2 | $456K | Sell |
8,134
-180
| -2% | -$10.1K | 0.23% | 52 |
|
|
2024
Q1 | $487K | Sell |
8,314
-192
| -2% | -$11.3K | 0.25% | 48 |
|
|
2023
Q4 | $459K | Buy |
8,506
+5
| +0.1% | +$270 | 0.28% | 48 |
|
|
2023
Q3 | $412K | Sell |
8,501
-237
| -3% | -$11.5K | 0.27% | 47 |
|
|
2023
Q2 | $493K | Sell |
8,738
-29
| -0.3% | -$1.64K | 0.34% | 41 |
|
|
2023
Q1 | $473K | Sell |
8,767
-876
| -9% | -$47.3K | 0.37% | 43 |
|
|
2022
Q4 | $507K | Buy |
9,643
+4
| +0% | +$210 | 0.45% | 35 |
|
|
2022
Q3 | $455K | Sell |
9,639
-741
| -7% | -$35K | 0.45% | 33 |
|
|
2022
Q2 | $524K | Sell |
10,380
-26,429
| -72% | -$1.33M | 0.49% | 29 |
|
|
2022
Q1 | $2.24M | Sell |
36,809
-54,426
| -60% | -$3.32M | 1.43% | 16 |
|
|
2021
Q4 | $6.01M | Buy |
91,235
+46
| +0.1% | +$3.03K | 3.48% | 9 |
|
|
2021
Q3 | $5.73M | Buy |
91,189
+2,251
| +3% | +$141K | 3.53% | 8 |
|
|
2021
Q2 | $5.35M | Sell |
88,938
-37,098
| -29% | -$2.23M | 3.19% | 9 |
|
|
2021
Q1 | $6.94M | Sell |
126,036
-978
| -0.8% | -$53.9K | 4.58% | 8 |
|
|
2020
Q4 | $6.93M | Buy |
127,014
+2,508
| +2% | +$137K | 4.78% | 7 |
|
|
2020
Q3 | $6.21M | Buy |
124,506
+1,140
| +0.9% | +$56.8K | 4.98% | 7 |
|
|
2020
Q2 | $5.44M | Buy |
+123,366
| New | +$5.44M | 4.7% | 7 |
|