Physician Wealth Advisors’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
$426K Sell
6,804
-1,030
-13% -$64.5K 0.07% 110
2025
Q1
$472K Sell
7,834
-66
-0.8% -$3.97K 0.08% 98
2024
Q4
$461K Buy
7,900
+11
+0.1% +$642 0.08% 101
2024
Q3
$463K Sell
7,889
-149
-2% -$8.75K 0.08% 101
2024
Q2
$455K Buy
8,038
+289
+4% +$16.4K 0.08% 98
2024
Q1
$431K Buy
7,749
+306
+4% +$17K 0.09% 99
2023
Q4
$414K Sell
7,443
-1,464
-16% -$81.4K 0.09% 96
2023
Q3
$426K Buy
8,907
+316
+4% +$15.1K 0.11% 85
2023
Q2
$478K Buy
8,591
+151
+2% +$8.41K 0.12% 80
2023
Q1
$479K Buy
8,440
+73
+0.9% +$4.14K 0.13% 80
2022
Q4
$453K Sell
8,367
-600
-7% -$32.5K 0.12% 83
2022
Q3
$451K Sell
8,967
-786
-8% -$39.5K 0.14% 77
2022
Q2
$524K Buy
9,753
+711
+8% +$38.2K 0.15% 73
2022
Q1
$509K Buy
9,042
+794
+10% +$44.7K 0.14% 86
2021
Q4
$513K Buy
8,248
+1,471
+22% +$91.5K 0.13% 85
2021
Q3
$427K Sell
6,777
-42,657
-86% -$2.69M 0.12% 91
2021
Q2
$509K Buy
49,434
+15,048
+44% +$155K 0.15% 82
2021
Q1
$1.92M Buy
34,386
+2,844
+9% +$159K 0.62% 32
2020
Q4
$1.8M Sell
31,542
-7,416
-19% -$422K 0.61% 32
2020
Q3
$1.95M Buy
38,958
+1,566
+4% +$78.5K 0.78% 30
2020
Q2
$1.81M Buy
37,392
+5,712
+18% +$277K 0.73% 28
2020
Q1
$1.34M Buy
+31,680
New +$1.34M 0.67% 31