Meridian 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 | $470K | Buy |
7,498
+1
| +0% | +$63 | 0.02% | 456 |
|
|
2025
Q1 | $451K | Hold |
7,497
| – | – | 0.02% | 431 |
|
|
2024
Q4 | $437K | Sell |
7,497
-52
| -0.7% | -$3.03K | 0.02% | 437 |
|
|
2024
Q3 | $447K | Buy |
+7,549
| New | +$447K | 0.02% | 427 |
|
|
2024
Q2 | – | Sell |
-8,680
| Closed | -$509K | – | 400 |
|
|
2024
Q1 | $509K | Sell |
8,680
-115
| -1% | -$6.74K | 0.08% | 135 |
|
|
2023
Q4 | $475K | Sell |
8,795
-9,133
| -51% | -$493K | 0.03% | 390 |
|
|
2023
Q3 | $870K | Buy |
17,928
+7,482
| +72% | +$363K | 0.05% | 261 |
|
|
2023
Q2 | $590K | Sell |
10,446
-616
| -6% | -$34.8K | 0.05% | 296 |
|
|
2023
Q1 | $597K | Sell |
11,062
-366
| -3% | -$19.8K | 0.05% | 290 |
|
|
2022
Q4 | $601K | Sell |
11,428
-2,855
| -20% | -$150K | 0.06% | 275 |
|
|
2022
Q3 | $674K | Sell |
14,283
-276
| -2% | -$13K | 0.07% | 235 |
|
|
2022
Q2 | $734K | Buy |
14,559
+1,554
| +12% | +$78.3K | 0.06% | 284 |
|
|
2022
Q1 | $793K | Sell |
13,005
-225
| -2% | -$13.7K | 0.09% | 182 |
|
|
2021
Q4 | $871K | Buy |
13,230
+790
| +6% | +$52K | 0.09% | 170 |
|
|
2021
Q3 | $781K | Sell |
12,440
-436
| -3% | -$27.4K | 0.1% | 176 |
|
|
2021
Q2 | $775K | Buy |
12,876
+12
| +0.1% | +$722 | 0.1% | 173 |
|
|
2021
Q1 | $708K | Buy |
12,864
+1,122
| +10% | +$61.8K | 0.1% | 168 |
|
|
2020
Q4 | $640K | Buy |
+11,742
| New | +$640K | 0.1% | 159 |
|