PWMG
Prestige Wealth Management Group’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 | $3.81M | Buy |
60,797
+1,690
| +3% | +$106K | 0.78% | 27 |
|
|
2025
Q1 | $3.56M | Buy |
59,107
+8,726
| +17% | +$525K | 0.76% | 27 |
|
|
2024
Q4 | $2.94M | Buy |
50,381
+360
| +0.7% | +$21K | 0.61% | 33 |
|
|
2024
Q3 | $2.96M | Sell |
50,021
-731
| -1% | -$43.3K | 0.61% | 31 |
|
|
2024
Q2 | $2.84M | Sell |
50,752
-1,833
| -3% | -$103K | 0.61% | 37 |
|
|
2024
Q1 | $3.08M | Buy |
52,585
+577
| +1% | +$33.8K | 0.66% | 32 |
|
|
2023
Q4 | $2.81M | Buy |
52,008
+460
| +0.9% | +$24.8K | 0.64% | 33 |
|
|
2023
Q3 | $2.51M | Sell |
51,548
-1,078
| -2% | -$52.4K | 0.62% | 33 |
|
|
2023
Q2 | $2.97M | Sell |
52,626
-393
| -0.7% | -$22.2K | 0.7% | 27 |
|
|
2023
Q1 | $2.86M | Sell |
53,019
-847
| -2% | -$45.7K | 0.72% | 25 |
|
|
2022
Q4 | $2.83M | Sell |
53,866
-455
| -0.8% | -$23.9K | 0.74% | 25 |
|
|
2022
Q3 | $2.56M | Buy |
54,321
+716
| +1% | +$33.8K | 0.72% | 27 |
|
|
2022
Q2 | $2.7M | Buy |
53,605
+2,504
| +5% | +$126K | 0.73% | 25 |
|
|
2022
Q1 | $3.12M | Sell |
51,101
-6,009
| -11% | -$366K | 0.77% | 24 |
|
|
2021
Q4 | $3.76M | Sell |
57,110
-2,845
| -5% | -$187K | 0.9% | 21 |
|
|
2021
Q3 | $3.76M | Buy |
59,955
+51,893
| +644% | +$3.26M | 0.96% | 21 |
|
|
2021
Q2 | $2.91M | Sell |
8,062
-58
| -0.7% | -$20.9K | 0.77% | 25 |
|
|
2021
Q1 | $2.68M | Buy |
8,120
+476
| +6% | +$157K | 0.73% | 25 |
|
|
2020
Q4 | $2.5M | Buy |
7,644
+2,374
| +45% | +$777K | 0.69% | 27 |
|
|
2020
Q3 | $1.58M | Buy |
+5,270
| New | +$1.58M | 0.48% | 31 |
|
|
2019
Q3 | – | Sell |
-482
| Closed | -$116K | – | 614 |
|
|
2019
Q2 | $116K | Buy |
+482
| New | +$116K | 0.07% | 140 |
|