PWA
PCG Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
6,643
-124
| -2% | -$7.77K | 0.21% | 61 |
|
|
2025
Q1 | $407K | Sell |
6,767
-70
| -1% | -$4.21K | 0.14% | 96 |
|
|
2024
Q4 | $399K | Sell |
6,837
-83
| -1% | -$4.84K | 0.15% | 95 |
|
|
2024
Q3 | $410K | Sell |
6,920
-533
| -7% | -$31.6K | 0.16% | 85 |
|
|
2024
Q2 | $418K | Sell |
7,453
-57
| -0.8% | -$3.19K | 0.18% | 77 |
|
|
2024
Q1 | $440K | Sell |
7,510
-321
| -4% | -$18.8K | 0.21% | 73 |
|
|
2023
Q4 | $423K | Sell |
7,831
-300
| -4% | -$16.2K | 0.24% | 66 |
|
|
2023
Q3 | $394K | Sell |
8,131
-23
| -0.3% | -$1.12K | 0.26% | 68 |
|
|
2023
Q2 | $460K | Sell |
8,154
-199
| -2% | -$11.2K | 0.29% | 67 |
|
|
2023
Q1 | $451K | Sell |
8,353
-64
| -0.8% | -$3.46K | 0.29% | 65 |
|
|
2022
Q4 | $443K | Sell |
8,417
-9,226
| -52% | -$485K | 0.28% | 71 |
|
|
2022
Q3 | $834K | Buy |
17,643
+8,334
| +90% | +$394K | 0.3% | 56 |
|
|
2022
Q2 | $470K | Buy |
9,309
+37
| +0.4% | +$1.87K | 0.34% | 52 |
|
|
2022
Q1 | $565K | Sell |
9,272
-377
| -4% | -$23K | 0.36% | 44 |
|
|
2021
Q4 | $639K | Buy |
+9,649
| New | +$639K | 0.44% | 42 |
|