SVWAG
Sound View Wealth Advisors Group’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 | $373K | Sell |
5,955
-19
| -0.3% | -$1.19K | 0.03% | 315 |
|
|
2025
Q1 | $360K | Sell |
5,974
-1,542
| -21% | -$92.8K | 0.03% | 309 |
|
|
2024
Q4 | $439K | Buy |
7,516
+1,580
| +27% | +$92.2K | 0.04% | 274 |
|
|
2024
Q3 | $352K | Buy |
5,936
+344
| +6% | +$20.4K | 0.03% | 310 |
|
|
2024
Q2 | $313K | Buy |
5,592
+45
| +0.8% | +$2.52K | 0.03% | 292 |
|
|
2024
Q1 | $325K | Sell |
5,547
-1,548
| -22% | -$90.7K | 0.03% | 294 |
|
|
2023
Q4 | $383K | Buy |
7,095
+1,634
| +30% | +$88.2K | 0.04% | 268 |
|
|
2023
Q3 | $265K | Sell |
5,461
-746
| -12% | -$36.2K | 0.03% | 308 |
|
|
2023
Q2 | $350K | Buy |
6,207
+94
| +2% | +$5.31K | 0.05% | 268 |
|
|
2023
Q1 | $330K | Sell |
6,113
-982
| -14% | -$53K | 0.05% | 272 |
|
|
2022
Q4 | $383K | Buy |
+7,095
| New | +$383K | 0.04% | 268 |
|