SPW
Sonoma Private Wealth’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 | $230K | Sell |
3,672
-150
| -4% | -$9.4K | 0.28% | 69 |
|
|
2025
Q1 | $230K | Sell |
3,822
-67
| -2% | -$4.03K | 0.32% | 65 |
|
|
2024
Q4 | $227K | Sell |
3,889
-111
| -3% | -$6.48K | 0.37% | 74 |
|
|
2024
Q3 | $237K | Hold |
4,000
| – | – | 0.37% | 85 |
|
|
2024
Q2 | $224K | Hold |
4,000
| – | – | 0.36% | 82 |
|
|
2024
Q1 | $234K | Buy |
4,000
+120
| +3% | +$7.03K | 0.38% | 82 |
|
|
2023
Q4 | $209K | Buy |
+3,880
| New | +$209K | 0.35% | 78 |
|
|
2023
Q3 | – | Sell |
-3,704
| Closed | -$209K | – | 78 |
|
|
2023
Q2 | $209K | Buy |
+3,704
| New | +$209K | 0.37% | 75 |
|