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 |
|