RSWM
Robertson Stephens Wealth Management’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 | $1.36M | Buy |
21,750
+3,046
| +16% | +$191K | 0.04% | 227 |
|
|
2025
Q1 | $1.13M | Sell |
18,704
-1,142
| -6% | -$68.7K | 0.04% | 251 |
|
|
2024
Q4 | $1.16M | Buy |
19,846
+1,284
| +7% | +$74.9K | 0.04% | 245 |
|
|
2024
Q3 | $1.1M | Sell |
18,562
-51
| -0.3% | -$3.02K | 0.04% | 263 |
|
|
2024
Q2 | $1.04M | Buy |
18,613
+2,980
| +19% | +$167K | 0.05% | 221 |
|
|
2024
Q1 | $916K | Buy |
15,633
+278
| +2% | +$16.3K | 0.05% | 243 |
|
|
2023
Q4 | $829K | Sell |
15,355
-251
| -2% | -$13.5K | 0.05% | 242 |
|
|
2023
Q3 | $759K | Sell |
15,606
-2,480
| -14% | -$121K | 0.05% | 241 |
|
|
2023
Q2 | $1.02M | Sell |
18,086
-4,361
| -19% | -$246K | 0.07% | 191 |
|
|
2023
Q1 | $1.21M | Sell |
22,447
-1,502
| -6% | -$81.1K | 0.09% | 177 |
|
|
2022
Q4 | $1.26M | Buy |
23,949
+18,009
| +303% | +$947K | 0.12% | 156 |
|
|
2022
Q3 | $280K | Buy |
5,940
+78
| +1% | +$3.68K | 0.03% | 288 |
|
|
2022
Q2 | $295K | Sell |
5,862
-22,477
| -79% | -$1.13M | 0.03% | 292 |
|
|
2022
Q1 | $1.73M | Sell |
28,339
-1,536
| -5% | -$93.6K | 0.15% | 127 |
|
|
2021
Q4 | $1.97M | Sell |
29,875
-335
| -1% | -$22.1K | 0.17% | 113 |
|
|
2021
Q3 | $1.9M | Buy |
30,210
+24,652
| +444% | +$1.55M | 0.21% | 73 |
|
|
2021
Q2 | $2.01M | Sell |
5,558
-1,726
| -24% | -$623K | 0.24% | 71 |
|
|
2021
Q1 | $2.41M | Sell |
7,284
-9
| -0.1% | -$2.97K | 0.38% | 51 |
|
|
2020
Q4 | $2.39M | Buy |
7,293
+1,232
| +20% | +$403K | 0.5% | 46 |
|
|
2020
Q3 | $1.82M | Sell |
6,061
-50
| -0.8% | -$15K | 0.45% | 47 |
|
|
2020
Q2 | $1.62M | Buy |
6,111
+2,552
| +72% | +$676K | 0.47% | 50 |
|
|
2020
Q1 | $802K | Buy |
3,559
+758
| +27% | +$171K | 0.27% | 77 |
|
|
2019
Q4 | $740K | Sell |
2,801
-64
| -2% | -$16.9K | 0.37% | 47 |
|
|
2019
Q3 | $708K | Buy |
2,865
+1,378
| +93% | +$341K | 0.36% | 56 |
|
|
2019
Q2 | $358K | Buy |
+1,487
| New | +$358K | 0.35% | 49 |
|