Sheets Smith Wealth Management’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
2023
Q4
Sell
-1,395
Closed -$67.7K 413
2023
Q3
$67.7K Buy
+1,395
New +$67.7K 0.01% 373
2021
Q2
Sell
-46,398
Closed -$2.56M 366
2021
Q1
$2.56M Buy
46,398
+1,410
+3% +$77.6K 0.38% 73
2020
Q4
$2.45M Sell
44,988
-174
-0.4% -$9.49K 0.37% 74
2020
Q3
$2.26M Sell
45,162
-3,312
-7% -$165K 0.39% 69
2020
Q2
$2.14M Buy
+48,474
New +$2.14M 0.43% 64