Retirement Planning Company of New England’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
$1.02M Sell
16,258
-163
-1% -$10.2K 0.45% 60
2025
Q1
$988K Sell
16,421
-80
-0.5% -$4.82K 0.49% 55
2024
Q4
$963K Sell
16,501
-206
-1% -$12K 0.47% 56
2024
Q3
$989K Sell
16,707
-1,305
-7% -$77.3K 0.49% 55
2024
Q2
$1.01M Sell
18,012
-287
-2% -$16.1K 0.55% 49
2024
Q1
$1.07M Sell
18,299
-337
-2% -$19.7K 0.59% 45
2023
Q4
$1.01M Buy
18,636
+1,769
+10% +$95.5K 0.45% 65
2023
Q3
$818K Sell
16,867
-2,569
-13% -$125K 0.46% 67
2023
Q2
$1.1M Sell
19,436
-349
-2% -$19.7K 0.63% 46
2023
Q1
$1.07M Sell
19,785
-13
-0.1% -$702 0.65% 45
2022
Q4
$1.04M Sell
19,798
-281
-1% -$14.8K 0.68% 45
2022
Q3
$947K Buy
20,079
+306
+2% +$14.4K 0.68% 42
2022
Q2
$997K Sell
19,773
-128
-0.6% -$6.45K 0.68% 43
2022
Q1
$1.21M Hold
19,901
0.69% 37
2021
Q4
$1.31M Buy
+19,901
New +$1.31M 0.64% 36