MWM
MinichMacGregor Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,691
| Closed | -$88.9K | – | 341 |
|
|
2022
Q4 | $88.9K | Buy |
+1,691
| New | +$88.9K | 0.03% | 122 |
|
|
2021
Q1 | – | Sell |
-27,004
| Closed | -$8.84M | – | 83 |
|
|
2020
Q4 | $8.84M | Buy |
27,004
+288
| +1% | +$94.3K | 3.6% | 8 |
|
|
2020
Q3 | $8M | Buy |
26,716
+21,575
| +420% | +$6.46M | 3.78% | 8 |
|
|
2020
Q2 | $1.36M | Buy |
+5,141
| New | +$1.36M | 0.75% | 22 |
|
|
2020
Q1 | – | Sell |
-21,666
| Closed | -$5.73M | – | 95 |
|
|
2019
Q4 | $5.73M | Buy |
21,666
+453
| +2% | +$120K | 3.19% | 11 |
|
|
2019
Q3 | $5.24M | Sell |
21,213
-9,915
| -32% | -$2.45M | 3.55% | 12 |
|
|
2019
Q2 | $7.55M | Buy |
31,128
+194
| +0.6% | +$47.1K | 5.28% | 5 |
|
|
2019
Q1 | $7.15M | Buy |
+30,934
| New | +$7.15M | 5.37% | 5 |
|
|
2018
Q4 | – | Sell |
-32,249
| Closed | -$7.34M | – | 283 |
|
|
2018
Q3 | $7.34M | Buy |
32,249
+2,533
| +9% | +$577K | 4.84% | 4 |
|
|
2018
Q2 | $5.98M | Buy |
29,716
+844
| +3% | +$170K | 4.26% | 5 |
|
|
2018
Q1 | $5.34M | Sell |
28,872
-362
| -1% | -$67K | 4.16% | 7 |
|
|
2017
Q4 | $5.07M | Buy |
29,234
+450
| +2% | +$78.1K | 3.96% | 9 |
|
|
2017
Q3 | $4.81M | Buy |
28,784
+1,129
| +4% | +$189K | 3.99% | 9 |
|
|
2017
Q2 | $4.61M | Buy |
27,655
+1,844
| +7% | +$307K | 4% | 7 |
|
|
2017
Q1 | $3.91M | Buy |
25,811
+633
| +3% | +$95.8K | 3.52% | 11 |
|
|
2016
Q4 | $3.35M | Buy |
25,178
+3,218
| +15% | +$428K | 3.14% | 12 |
|
|
2016
Q3 | $3.19M | Sell |
21,960
-12
| -0.1% | -$1.74K | 3% | 12 |
|
|
2016
Q2 | $2.98M | Buy |
21,972
+126
| +0.6% | +$17.1K | 2.81% | 11 |
|
|
2016
Q1 | $2.68M | Buy |
+21,846
| New | +$2.68M | 2.58% | 13 |
|