Integrated Wealth Concepts’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
$625K Buy
9,978
+633
+7% +$39.7K 0.01% 1151
2025
Q1
$562K Buy
9,345
+1,710
+22% +$103K 0.01% 1092
2024
Q4
$446K Buy
+7,635
New +$446K 0.01% 1176
2023
Q4
Sell
-6,788
Closed -$329K 1634
2023
Q3
$329K Sell
6,788
-99
-1% -$4.8K 0.01% 1179
2023
Q2
$389K Buy
6,887
+2,293
+50% +$129K 0.01% 1108
2023
Q1
$248K Sell
4,594
-24,469
-84% -$1.32M 0.01% 1146
2022
Q4
$1.53M Buy
29,063
+218
+0.8% +$11.5K 0.04% 379
2022
Q3
$1.36M Sell
28,845
-28,841
-50% -$1.36M 0.04% 352
2022
Q2
$2.91M Buy
57,686
+7,621
+15% +$384K 0.09% 205
2022
Q1
$3.05M Buy
50,065
+5,799
+13% +$354K 0.09% 190
2021
Q4
$2.92M Buy
44,266
+3,643
+9% +$240K 0.09% 199
2021
Q3
$2.55M Sell
40,623
-5,217
-11% -$327K 0.08% 201
2021
Q2
$2.76M Sell
45,840
-69,360
-60% -$4.17M 0.1% 175
2021
Q1
$6.34M Sell
115,200
-24,204
-17% -$1.33M 0.26% 82
2020
Q4
$7.6M Buy
139,404
+110,400
+381% +$6.02M 0.36% 65
2020
Q3
$1.45M Buy
29,004
+1,986
+7% +$99.1K 0.09% 162
2020
Q2
$1.19M Buy
+27,018
New +$1.19M 0.09% 149