Sowell Financial Services’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 | $684K | Sell |
10,916
-3,609
| -25% | -$226K | 0.03% | 524 |
|
|
2025
Q1 | $874K | Buy |
14,525
+2,148
| +17% | +$129K | 0.04% | 422 |
|
|
2024
Q4 | $722K | Sell |
12,377
-5,991
| -33% | -$350K | 0.04% | 366 |
|
|
2024
Q3 | $1.09M | Sell |
18,368
-2,541
| -12% | -$151K | 0.05% | 328 |
|
|
2024
Q2 | $1.17M | Sell |
20,909
-2,286
| -10% | -$128K | 0.06% | 315 |
|
|
2024
Q1 | $1.36M | Sell |
23,195
-17,418
| -43% | -$1.02M | 0.06% | 299 |
|
|
2023
Q4 | $2.19M | Sell |
40,613
-1,225
| -3% | -$66.1K | 0.12% | 190 |
|
|
2023
Q3 | $2.03M | Sell |
41,838
-1,915
| -4% | -$93.1K | 0.13% | 181 |
|
|
2023
Q2 | $2.47M | Buy |
43,753
+21,742
| +99% | +$1.23M | 0.14% | 174 |
|
|
2023
Q1 | $1.19M | Sell |
22,011
-24,733
| -53% | -$1.33M | 0.09% | 267 |
|
|
2022
Q4 | $2.46M | Buy |
46,744
+24,252
| +108% | +$1.27M | 0.16% | 153 |
|
|
2022
Q3 | $1.06M | Buy |
+22,492
| New | +$1.06M | 0.11% | 229 |
|
|
2022
Q1 | – | Sell |
-22,012
| Closed | -$1.45M | – | 322 |
|
|
2021
Q4 | $1.45M | Sell |
22,012
-1,930
| -8% | -$127K | 0.08% | 261 |
|
|
2021
Q3 | $1.5M | Buy |
+23,942
| New | +$1.5M | 0.1% | 227 |
|
|
2021
Q2 | – | Sell |
-58,998
| Closed | -$3.42M | – | 1559 |
|
|
2021
Q1 | $3.42M | Buy |
58,998
+3,660
| +7% | +$212K | 0.12% | 167 |
|
|
2020
Q4 | $3.02M | Buy |
55,338
+4,002
| +8% | +$218K | 0.13% | 141 |
|
|
2020
Q3 | $2.56M | Buy |
51,336
+3,072
| +6% | +$153K | 0.13% | 141 |
|
|
2020
Q2 | $2.13M | Buy |
48,264
+23,640
| +96% | +$1.04M | 0.12% | 165 |
|
|
2020
Q1 | $925K | Sell |
24,624
-26,226
| -52% | -$985K | 0.07% | 262 |
|
|
2019
Q4 | $2.24M | Buy |
50,850
+20,724
| +69% | +$913K | 0.17% | 129 |
|
|
2019
Q3 | $1.24M | Buy |
+30,126
| New | +$1.24M | 0.1% | 212 |
|