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 |
|