Mascoma 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 | $518K | Sell |
8,262
-180
| -2% | -$11.3K | 0.12% | 53 |
|
|
2025
Q1 | $508K | Sell |
8,442
-490
| -5% | -$29.5K | 0.13% | 55 |
|
|
2024
Q4 | $521K | Sell |
8,932
-690
| -7% | -$40.3K | 0.13% | 52 |
|
|
2024
Q3 | $570K | Sell |
9,622
-2,566
| -21% | -$152K | 0.14% | 47 |
|
|
2024
Q2 | $683K | Sell |
12,188
-530
| -4% | -$29.7K | 0.18% | 43 |
|
|
2024
Q1 | $745K | Sell |
12,718
-2,784
| -18% | -$163K | 0.21% | 39 |
|
|
2023
Q4 | $837K | Sell |
15,502
-2,616
| -14% | -$141K | 0.25% | 40 |
|
|
2023
Q3 | $879K | Sell |
18,118
-100
| -0.5% | -$4.85K | 0.27% | 42 |
|
|
2023
Q2 | $973K | Sell |
18,218
-5,379
| -23% | -$287K | 0.3% | 42 |
|
|
2023
Q1 | $1.34M | Sell |
23,597
-22,276
| -49% | -$1.26M | 0.39% | 39 |
|
|
2022
Q4 | $2.41M | Sell |
45,873
-3,996
| -8% | -$210K | 0.77% | 27 |
|
|
2022
Q3 | $2.35M | Sell |
49,869
-57
| -0.1% | -$2.69K | 0.81% | 30 |
|
|
2022
Q2 | $2.52M | Sell |
49,926
-3,825
| -7% | -$193K | 0.86% | 29 |
|
|
2022
Q1 | $3.28M | Sell |
53,751
-1,366
| -2% | -$83.3K | 1.04% | 22 |
|
|
2021
Q4 | $3.63M | Sell |
55,117
-4,953
| -8% | -$326K | 1.26% | 19 |
|
|
2021
Q3 | $3.77M | Buy |
60,070
+9,124
| +18% | +$573K | 1.46% | 15 |
|
|
2021
Q2 | $3.07M | Buy |
50,946
+6,942
| +16% | +$418K | 1.31% | 20 |
|
|
2021
Q1 | $2.42M | Sell |
44,004
-56,982
| -56% | -$3.14M | 1.04% | 21 |
|
|
2020
Q4 | $5.51M | Buy |
+100,986
| New | +$5.51M | 2.76% | 9 |
|
|
2019
Q3 | $782K | Sell |
18,984
-270
| -1% | -$11.1K | 0.49% | 40 |
|
|
2019
Q2 | $772K | Sell |
19,254
-954
| -5% | -$38.3K | 0.48% | 33 |
|
|
2019
Q1 | $780K | Buy |
20,208
+2,430
| +14% | +$93.8K | 0.52% | 30 |
|
|
2018
Q4 | $592K | Sell |
17,778
-252
| -1% | -$8.39K | 0.45% | 31 |
|
|
2018
Q3 | $684K | Buy |
18,030
+9,594
| +114% | +$364K | 0.45% | 30 |
|
|
2018
Q2 | $282K | Buy |
8,436
+3,150
| +60% | +$105K | 0.2% | 57 |
|
|
2018
Q1 | $163K | Buy |
5,286
+2,928
| +124% | +$90.3K | 0.11% | 81 |
|
|
2017
Q4 | $74K | Sell |
2,358
-672
| -22% | -$21.1K | 0.05% | 124 |
|
|
2017
Q3 | $84K | Buy |
3,030
+1,830
| +153% | +$50.7K | 0.06% | 124 |
|
|
2017
Q2 | $33K | Buy |
+1,200
| New | +$33K | 0.02% | 188 |
|