Safeguard Investment Advisory Group’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 | $7.7M | Sell |
122,932
-2,608
| -2% | -$163K | 1.92% | 8 |
|
|
2025
Q1 | $7.56M | Sell |
125,540
-1,253
| -1% | -$75.4K | 2.05% | 7 |
|
|
2024
Q4 | $7.4M | Buy |
126,793
+2,660
| +2% | +$155K | 2.03% | 7 |
|
|
2024
Q3 | $7.35M | Buy |
124,133
+4,605
| +4% | +$273K | 2.1% | 7 |
|
|
2024
Q2 | $6.7M | Buy |
119,528
+9,050
| +8% | +$507K | 2.08% | 7 |
|
|
2024
Q1 | $6.47M | Buy |
110,478
+5,627
| +5% | +$330K | 2.2% | 7 |
|
|
2023
Q4 | $5.66M | Buy |
104,851
+3,483
| +3% | +$188K | 2.13% | 7 |
|
|
2023
Q3 | $4.92M | Buy |
101,368
+2,846
| +3% | +$138K | 2.14% | 7 |
|
|
2023
Q2 | $5.56M | Sell |
98,522
-3,184
| -3% | -$180K | 2.37% | 7 |
|
|
2023
Q1 | $5.49M | Sell |
101,706
-29,098
| -22% | -$1.57M | 2.64% | 7 |
|
|
2022
Q4 | $6.88M | Buy |
130,804
+6,034
| +5% | +$317K | 4.24% | 4 |
|
|
2022
Q3 | $5.89M | Buy |
124,770
+11,404
| +10% | +$538K | 4.03% | 4 |
|
|
2022
Q2 | $6.91M | Hold |
113,366
| – | – | 4.25% | 3 |
|
|
2022
Q1 | $6.91M | Buy |
113,366
+2,669
| +2% | +$163K | 4.72% | 3 |
|
|
2021
Q4 | $7.29M | Buy |
110,697
+5,387
| +5% | +$355K | 4.25% | 5 |
|
|
2021
Q3 | $6.61M | Buy |
105,310
+6,424
| +6% | +$403K | 4.28% | 4 |
|
|
2021
Q2 | $5.95M | Buy |
98,886
+11,400
| +13% | +$686K | 4.24% | 6 |
|
|
2021
Q1 | $4.82M | Buy |
87,486
+35,778
| +69% | +$1.97M | 4.3% | 6 |
|
|
2020
Q4 | $2.82M | Buy |
+51,708
| New | +$2.82M | 2.5% | 6 |
|