Peterson Wealth Services’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 | $182K | Hold |
2,910
| – | – | 0.05% | 123 |
|
|
2025
Q1 | $175K | Hold |
2,910
| – | – | 0.05% | 124 |
|
|
2024
Q4 | $170K | Hold |
2,910
| – | – | 0.05% | 124 |
|
|
2024
Q3 | $172K | Buy |
+2,910
| New | +$172K | 0.06% | 132 |
|
|
2024
Q1 | – | Sell |
-3,766
| Closed | -$203K | – | 114 |
|
|
2023
Q4 | $203K | Buy |
+3,766
| New | +$203K | 0.09% | 102 |
|
|
2023
Q3 | – | Sell |
-3,766
| Closed | -$213K | – | 76 |
|
|
2023
Q2 | $213K | Sell |
3,766
-42,706
| -92% | -$2.41M | 0.1% | 88 |
|
|
2023
Q1 | $2.51M | Buy |
46,472
+5,522
| +13% | +$298K | 1.29% | 24 |
|
|
2022
Q4 | $2.15M | Buy |
40,950
+483
| +1% | +$25.4K | 1.23% | 26 |
|
|
2022
Q3 | $1.91M | Buy |
40,467
+748
| +2% | +$35.3K | 1.35% | 28 |
|
|
2022
Q2 | $2M | Buy |
39,719
+1,445
| +4% | +$72.9K | 1.44% | 26 |
|
|
2022
Q1 | $2.33M | Buy |
38,274
+2,746
| +8% | +$167K | 1.43% | 28 |
|
|
2021
Q4 | $2.34M | Buy |
+35,528
| New | +$2.34M | 1.55% | 28 |
|