Kestra Private Wealth Services’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
$2.17M Buy
34,617
+1,585
+5% +$99.3K 0.03% 476
2025
Q1
$1.99M Sell
33,032
-706
-2% -$42.5K 0.03% 457
2024
Q4
$1.97M Buy
33,738
+1,698
+5% +$99.1K 0.03% 438
2024
Q3
$1.9M Sell
32,040
-14,359
-31% -$850K 0.03% 431
2024
Q2
$2.6M Sell
46,399
-5,157
-10% -$289K 0.05% 331
2024
Q1
$3.02M Sell
51,556
-538
-1% -$31.5K 0.07% 283
2023
Q4
$2.81M Buy
52,094
+214
+0.4% +$11.6K 0.07% 282
2023
Q3
$2.52M Buy
51,880
+637
+1% +$30.9K 0.08% 268
2023
Q2
$2.89M Sell
51,243
-3,269
-6% -$185K 0.1% 224
2023
Q1
$2.94M Sell
54,512
-3,067
-5% -$166K 0.12% 191
2022
Q4
$3.03M Sell
57,579
-2,034
-3% -$107K 0.15% 154
2022
Q3
$2.81M Sell
59,613
-1,436
-2% -$67.8K 0.16% 148
2022
Q2
$3.08M Sell
61,049
-94,146
-61% -$4.75M 0.18% 142
2022
Q1
$9.46M Buy
155,195
+9,128
+6% +$556K 0.47% 41
2021
Q4
$9.62M Buy
146,067
+39,838
+38% +$2.62M 0.46% 40
2021
Q3
$6.67M Buy
106,229
+24,701
+30% +$1.55M 0.37% 55
2021
Q2
$4.91M Buy
81,528
+3,396
+4% +$204K 0.3% 75
2021
Q1
$4.3M Buy
78,132
+4,398
+6% +$242K 0.3% 77
2020
Q4
$3.99M Buy
73,734
+44,730
+154% +$2.42M 0.29% 82
2020
Q3
$1.44M Buy
+29,004
New +$1.44M 0.13% 180