Patten & Patten’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 | $277K | Sell |
4,425
-210
| -5% | -$13.2K | 0.02% | 276 |
|
|
2025
Q1 | $279K | Sell |
4,635
-140
| -3% | -$8.43K | 0.02% | 275 |
|
|
2024
Q4 | $279K | Sell |
4,775
-155
| -3% | -$9.04K | 0.02% | 269 |
|
|
2024
Q3 | $292K | Hold |
4,930
| – | – | 0.02% | 262 |
|
|
2024
Q2 | $276K | Sell |
4,930
-340
| -6% | -$19.1K | 0.02% | 263 |
|
|
2024
Q1 | $309K | Sell |
5,270
-710
| -12% | -$41.6K | 0.02% | 257 |
|
|
2023
Q4 | $323K | Hold |
5,980
| – | – | 0.03% | 229 |
|
|
2023
Q3 | $290K | Sell |
5,980
-10
| -0.2% | -$485 | 0.03% | 238 |
|
|
2023
Q2 | $338K | Hold |
5,990
| – | – | 0.03% | 223 |
|
|
2023
Q1 | $323K | Hold |
5,990
| – | – | 0.03% | 222 |
|
|
2022
Q4 | $315K | Hold |
5,990
| – | – | 0.03% | 223 |
|
|
2022
Q3 | $283K | Hold |
5,990
| – | – | 0.03% | 232 |
|
|
2022
Q2 | $302K | Hold |
5,990
| – | – | 0.03% | 230 |
|
|
2022
Q1 | $365K | Buy |
5,990
+22
| +0.4% | +$1.34K | 0.03% | 227 |
|
|
2021
Q4 | $393K | Sell |
5,968
-188
| -3% | -$12.4K | 0.03% | 227 |
|
|
2021
Q3 | $386K | Buy |
6,156
+126
| +2% | +$7.9K | 0.03% | 226 |
|
|
2021
Q2 | $363K | Buy |
6,030
+60
| +1% | +$3.61K | 0.03% | 226 |
|
|
2021
Q1 | $329K | Buy |
5,970
+60
| +1% | +$3.31K | 0.03% | 222 |
|
|
2020
Q4 | $322K | Buy |
+5,910
| New | +$322K | 0.03% | 215 |
|