Marcum 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
Q1 | $206K | Sell |
3,429
-148
| -4% | -$8.91K | 0.02% | 363 |
|
|
2024
Q4 | $209K | Sell |
3,577
-24
| -0.7% | -$1.4K | 0.02% | 355 |
|
|
2024
Q3 | $213K | Sell |
3,601
-44
| -1% | -$2.61K | 0.02% | 352 |
|
|
2024
Q2 | $204K | Sell |
3,645
-93
| -2% | -$5.21K | 0.02% | 335 |
|
|
2024
Q1 | $219K | Sell |
3,738
-241
| -6% | -$14.1K | 0.02% | 325 |
|
|
2023
Q4 | $215K | Sell |
3,979
-168
| -4% | -$9.07K | 0.02% | 324 |
|
|
2023
Q3 | $201K | Sell |
4,147
-265
| -6% | -$12.9K | 0.02% | 320 |
|
|
2023
Q2 | $249K | Sell |
4,412
-102
| -2% | -$5.76K | 0.03% | 281 |
|
|
2023
Q1 | $244K | Sell |
4,514
-293
| -6% | -$15.8K | 0.03% | 287 |
|
|
2022
Q4 | $253K | Sell |
4,807
-581
| -11% | -$30.5K | 0.03% | 270 |
|
|
2022
Q3 | $254K | Sell |
5,388
-22
| -0.4% | -$1.04K | 0.04% | 260 |
|
|
2022
Q2 | $273K | Buy |
5,410
+693
| +15% | +$35K | 0.04% | 251 |
|
|
2022
Q1 | $288K | Hold |
4,717
| – | – | 0.04% | 250 |
|
|
2021
Q4 | $311K | Buy |
4,717
+1
| +0% | +$66 | 0.04% | 250 |
|
|
2021
Q3 | $296K | Buy |
4,716
+48
| +1% | +$3.01K | 0.05% | 239 |
|
|
2021
Q2 | $281K | Sell |
4,668
-24
| -0.5% | -$1.45K | 0.05% | 229 |
|
|
2021
Q1 | $258K | Buy |
+4,692
| New | +$258K | 0.04% | 243 |
|