Kingswood Wealth Advisors’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 | $525K | Buy |
8,389
+2,534
| +43% | +$159K | 0.04% | 395 |
|
|
2025
Q1 | $352K | Sell |
5,855
-1,151
| -16% | -$69.2K | 0.03% | 487 |
|
|
2024
Q4 | $409K | Buy |
+7,006
| New | +$409K | 0.03% | 506 |
|
|
2024
Q2 | – | Sell |
-5,181
| Closed | -$304K | – | 692 |
|
|
2024
Q1 | $304K | Sell |
5,181
-702
| -12% | -$41.1K | 0.04% | 473 |
|
|
2023
Q4 | $318K | Buy |
5,883
+483
| +9% | +$26.1K | 0.04% | 454 |
|
|
2023
Q3 | $262K | Buy |
5,400
+1,449
| +37% | +$70.3K | 0.04% | 346 |
|
|
2023
Q2 | $223K | Buy |
+3,951
| New | +$223K | 0.07% | 236 |
|