Koa Wealth Management’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 | – | Sell |
-37,151
| Closed | -$2.24M | – | 54 |
|
|
2025
Q1 | $2.24M | Sell |
37,151
-3,079
| -8% | -$185K | 1.81% | 18 |
|
|
2024
Q4 | $2.35M | Sell |
40,230
-3,127
| -7% | -$182K | 1.92% | 15 |
|
|
2024
Q3 | $2.57M | Sell |
43,357
-1,194
| -3% | -$70.7K | 1.98% | 17 |
|
|
2024
Q2 | $2.5M | Sell |
44,551
-971
| -2% | -$54.4K | 2.11% | 15 |
|
|
2024
Q1 | $2.67M | Buy |
45,522
+1,754
| +4% | +$103K | 2.4% | 13 |
|
|
2023
Q4 | $2.36M | Buy |
+43,768
| New | +$2.36M | 2.33% | 15 |
|