Independent Family Office’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
2024
Q4
Sell
-6,000
Closed -$352K 72
2024
Q3
$352K Hold
6,000
0.18% 55
2024
Q2
$332K Hold
6,000
0.19% 52
2024
Q1
$352K Buy
+6,000
New +$352K 0.19% 59
2023
Q4
Sell
-6,000
Closed -$291K 74
2023
Q3
$291K Hold
6,000
0.18% 56
2023
Q2
$339K Hold
6,000
0.21% 50
2023
Q1
$324K Hold
6,000
0.19% 54
2022
Q4
$315K Hold
6,000
0.19% 56
2022
Q3
$283K Hold
6,000
0.14% 55
2022
Q2
$303 Hold
6,000
0.15% 55
2022
Q1
$366K Hold
6,000
0.12% 50
2021
Q4
$395K Hold
6,000
0.15% 39
2021
Q3
$377K Hold
6,000
0.15% 35
2021
Q2
$361K Hold
6,000
0.14% 39
2021
Q1
$300K Hold
6,000
0.12% 51
2020
Q4
$327K Hold
6,000
0.14% 49
2020
Q3
$300K Hold
6,000
0.14% 48
2020
Q2
$265K Hold
6,000
0.14% 52
2020
Q1
$225K Hold
6,000
0.14% 51
2019
Q4
$264K Buy
+6,000
New +$264K 0.17% 41