Kovitz Investment Group Partners’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
$321K Buy
5,125
+246
+5% +$15.4K ﹤0.01% 1113
2025
Q1
$294K Sell
4,879
-483
-9% -$29.1K ﹤0.01% 1050
2024
Q4
$313K Sell
5,362
-401
-7% -$23.4K ﹤0.01% 1027
2024
Q3
$332K Buy
5,763
+1,035
+22% +$59.7K ﹤0.01% 847
2024
Q2
$265K Sell
4,728
-625
-12% -$35K ﹤0.01% 752
2024
Q1
$314K Buy
+5,353
New +$314K ﹤0.01% 574