JPLA
Joseph P. Lucia & Associates’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Sell |
15,481
-1,402
| -8% | -$87.8K | 0.4% | 71 |
|
|
2025
Q1 | $1.02M | Buy |
16,883
+155
| +0.9% | +$9.33K | 0.46% | 61 |
|
|
2024
Q4 | $976K | Sell |
16,728
-475
| -3% | -$27.7K | 0.43% | 60 |
|
|
2024
Q3 | $1.02M | Sell |
17,203
-1,000
| -5% | -$59.2K | 0.47% | 57 |
|
|
2024
Q2 | $1.02M | Sell |
18,203
-1,071
| -6% | -$60K | 0.52% | 56 |
|
|
2024
Q1 | $1.13M | Sell |
19,274
-523
| -3% | -$30.6K | 0.61% | 50 |
|
|
2023
Q4 | $1.07M | Sell |
19,797
-2,125
| -10% | -$115K | 0.67% | 46 |
|
|
2023
Q3 | $1.06M | Sell |
21,922
-2,672
| -11% | -$130K | 0.74% | 45 |
|
|
2023
Q2 | $1.39M | Sell |
24,594
-1,178
| -5% | -$66.5K | 0.93% | 34 |
|
|
2023
Q1 | $1.39M | Sell |
25,772
-4,652
| -15% | -$251K | 0.97% | 34 |
|
|
2022
Q4 | $1.6M | Sell |
30,424
-2,373
| -7% | -$125K | 1.2% | 32 |
|
|
2022
Q3 | $1.55M | Sell |
32,797
-396
| -1% | -$18.7K | 1.21% | 31 |
|
|
2022
Q2 | $1.67M | Buy |
33,193
+2,384
| +8% | +$120K | 1.18% | 30 |
|
|
2022
Q1 | $1.88M | Sell |
30,809
-2,358
| -7% | -$144K | 1.14% | 31 |
|
|
2021
Q4 | $2.18M | Buy |
33,167
+1,330
| +4% | +$87.6K | 1.39% | 25 |
|
|
2021
Q3 | $2M | Buy |
31,837
+26,455
| +492% | +$1.66M | 1.18% | 25 |
|
|
2021
Q2 | $1.94M | Sell |
5,382
-264
| -5% | -$95.3K | 1.16% | 26 |
|
|
2021
Q1 | $1.87M | Sell |
5,646
-182
| -3% | -$60.1K | 0.83% | 28 |
|
|
2020
Q4 | $1.91M | Sell |
5,828
-40
| -0.7% | -$13.1K | 1.33% | 21 |
|
|
2020
Q3 | $1.76M | Buy |
5,868
+2
| +0% | +$599 | 1.64% | 22 |
|
|
2020
Q2 | $1.55M | Buy |
5,866
+188
| +3% | +$49.8K | 1.4% | 21 |
|
|
2020
Q1 | $1.28M | Buy |
5,678
+238
| +4% | +$53.7K | 1.42% | 22 |
|
|
2019
Q4 | $1.44M | Buy |
5,440
+569
| +12% | +$150K | 1.31% | 27 |
|
|
2019
Q3 | $1.2M | Sell |
4,871
-88
| -2% | -$21.8K | 1.24% | 26 |
|
|
2019
Q2 | $1.19M | Sell |
4,959
-77,023
| -94% | -$18.5M | 1.25% | 25 |
|
|
2019
Q1 | $357 | Buy |
+81,982
| New | +$357 | 0.03% | 183 |
|