Primoris 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 | $419K | Sell |
6,686
-300
| -4% | -$18.8K | 0.29% | 66 |
|
|
2025
Q1 | $420K | Hold |
6,986
| – | – | 0.33% | 66 |
|
|
2024
Q4 | $408K | Sell |
6,986
-250
| -3% | -$14.6K | 0.31% | 62 |
|
|
2024
Q3 | $429K | Buy |
7,236
+1
| +0% | +$59 | 0.31% | 71 |
|
|
2024
Q2 | $405K | Hold |
7,235
| – | – | 0.32% | 70 |
|
|
2024
Q1 | $424K | Sell |
7,235
-100
| -1% | -$5.86K | 0.34% | 66 |
|
|
2023
Q4 | $396K | Sell |
7,335
-18,000
| -71% | -$971K | 0.37% | 61 |
|
|
2023
Q3 | $1.23M | Sell |
25,335
-250
| -1% | -$12.1K | 1.48% | 25 |
|
|
2023
Q2 | $1.44M | Sell |
25,585
-99
| -0.4% | -$5.59K | 1.58% | 23 |
|
|
2023
Q1 | $1.39M | Hold |
25,684
| – | – | 1.71% | 22 |
|
|
2022
Q4 | $1.35M | Sell |
25,684
-727
| -3% | -$38.2K | 2.08% | 16 |
|
|
2022
Q3 | $1.24M | Sell |
26,411
-5,416
| -17% | -$255K | 2.22% | 14 |
|
|
2022
Q2 | $1.6M | Sell |
31,827
-400
| -1% | -$20.1K | 2.3% | 14 |
|
|
2022
Q1 | $1.96M | Sell |
32,227
-2,600
| -7% | -$158K | 1.83% | 18 |
|
|
2021
Q4 | $2.3M | Buy |
+34,827
| New | +$2.3M | 1.85% | 21 |
|