Primoris Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$372K Sell
2025
Q2
$419K Sell
2025
Q1
$420K Hold
2024
Q4
$408K Sell
2024
Q3
$429K Buy
2024
Q2
$405K Hold
2024
Q1
$424K Sell
2023
Q4
$396K Sell
2023
Q3
$1.23M Sell
2023
Q2
$1.44M Sell
2023
Q1
$1.39M Hold
2022
Q4
$1.35M Sell
2022
Q3
$1.24M Sell
2022
Q2
$1.6M Sell
2022
Q1
$1.96M Sell
2021
Q4
$2.3M Buy