Octavia Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $207K | Sell |
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|
2025
Q2 | $217K | Hold |
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|
2025
Q1 | $209K | Hold |
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|
2024
Q4 | $203K | Hold |
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|
2024
Q3 | $206K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $203K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $1.1M | Buy |
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