Live Oak Private Wealth’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
$1.51M Buy
24,152
+1
+0% +$63 0.23% 87
2025
Q1
$1.45M Sell
24,151
-4,924
-17% -$296K 0.24% 83
2024
Q4
$1.7M Buy
29,075
+3,440
+13% +$201K 0.29% 74
2024
Q3
$1.52M Hold
25,635
0.25% 79
2024
Q2
$1.44M Sell
25,635
-70
-0.3% -$3.92K 0.25% 80
2024
Q1
$1.51M Sell
25,705
-445
-2% -$26.1K 0.26% 75
2023
Q4
$1.41M Buy
+26,150
New +$1.41M 0.27% 75