Oak Root LLC’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
2024
Q4
Sell
-90,822
Closed -$5.38M 16
2024
Q3
$5.38M Buy
90,822
+1,993
+2% +$118K 0.68% 12
2024
Q2
$4.98M Buy
88,829
+3,835
+5% +$215K 0.66% 12
2024
Q1
$4.98M Buy
+84,994
New +$4.98M 0.67% 13