Keystone 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 | $221K | Hold |
3,525
| – | – | 0.05% | 261 |
|
|
2025
Q1 | $212K | Sell |
3,525
-246
| -7% | -$14.8K | 0.06% | 256 |
|
|
2024
Q4 | $220K | Hold |
3,771
| – | – | 0.06% | 241 |
|
|
2024
Q3 | $223K | Buy |
+3,771
| New | +$223K | 0.06% | 234 |
|
|
2024
Q2 | – | Sell |
-3,754
| Closed | -$220K | – | 233 |
|
|
2024
Q1 | $220K | Sell |
3,754
-201
| -5% | -$11.8K | 0.07% | 203 |
|
|
2023
Q4 | $213K | Buy |
+3,955
| New | +$213K | 0.07% | 204 |
|
|
2023
Q3 | – | Sell |
-4,097
| Closed | -$231K | – | 208 |
|
|
2023
Q2 | $231K | Sell |
4,097
-622
| -13% | -$35.1K | 0.09% | 182 |
|
|
2023
Q1 | $255K | Sell |
4,719
-434
| -8% | -$23.4K | 0.1% | 167 |
|
|
2022
Q4 | $271K | Sell |
5,153
-28
| -0.5% | -$1.47K | 0.12% | 156 |
|
|
2022
Q3 | $244K | Sell |
5,181
-1,699
| -25% | -$80K | 0.12% | 140 |
|
|
2022
Q2 | $347K | Sell |
6,880
-3,201
| -32% | -$161K | 0.16% | 109 |
|
|
2022
Q1 | $615K | Buy |
10,081
+429
| +4% | +$26.2K | 0.24% | 86 |
|
|
2021
Q4 | $636K | Buy |
+9,652
| New | +$636K | 0.26% | 80 |
|