Northwest Financial Advisors’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 | $203K | Sell |
3,239
-830
| -20% | -$52K | 0.28% | 90 |
|
|
2025
Q1 | $245K | Hold |
4,069
| – | – | 0.2% | 100 |
|
|
2024
Q4 | $237K | Buy |
4,069
+1,658
| +69% | +$96.7K | 0.2% | 101 |
|
|
2024
Q3 | $143K | Buy |
+2,411
| New | +$143K | 0.11% | 126 |
|
|
2024
Q1 | – | Sell |
-2,411
| Closed | -$130K | – | 285 |
|
|
2023
Q4 | $130K | Buy |
+2,411
| New | +$130K | 0.11% | 119 |
|