Sterling Financial Planning’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 | $227K | Buy |
3,626
+2
| +0.1% | +$125 | 0.08% | 109 |
|
|
2025
Q1 | $218K | Buy |
3,624
+1
| +0% | +$60 | 0.08% | 104 |
|
|
2024
Q4 | $211K | Sell |
3,623
-1,325
| -27% | -$77.3K | 0.08% | 105 |
|
|
2024
Q3 | $293K | Buy |
4,948
+3
| +0.1% | +$178 | 0.11% | 90 |
|
|
2024
Q2 | $277K | Buy |
4,945
+2
| +0% | +$112 | 0.11% | 89 |
|
|
2024
Q1 | $290K | Buy |
4,943
+1
| +0% | +$59 | 0.12% | 89 |
|
|
2023
Q4 | $267K | Buy |
4,942
+9
| +0.2% | +$486 | 0.12% | 85 |
|
|
2023
Q3 | $239K | Buy |
4,933
+130
| +3% | +$6.31K | 0.12% | 87 |
|
|
2023
Q2 | $271K | Buy |
4,803
+2
| +0% | +$113 | 0.13% | 79 |
|
|
2023
Q1 | $259K | Buy |
4,801
+1
| +0% | +$54 | 0.14% | 82 |
|
|
2022
Q4 | $252K | Buy |
4,800
+8
| +0.2% | +$421 | 0.15% | 83 |
|
|
2022
Q3 | $226K | Hold |
4,792
| – | – | 0.16% | 82 |
|
|
2022
Q2 | $242K | Buy |
4,792
+3
| +0.1% | +$152 | 0.17% | 84 |
|
|
2022
Q1 | $292K | Buy |
4,789
+1
| +0% | +$61 | 0.18% | 76 |
|
|
2021
Q4 | $315K | Buy |
4,788
+5
| +0.1% | +$329 | 0.2% | 73 |
|
|
2021
Q3 | $300K | Sell |
4,783
-113
| -2% | -$7.09K | 0.19% | 66 |
|
|
2021
Q2 | $295K | Buy |
4,896
+6
| +0.1% | +$362 | 0.19% | 62 |
|
|
2021
Q1 | $269K | Sell |
4,890
-1,782
| -27% | -$98K | 0.19% | 63 |
|
|
2020
Q4 | $364K | Buy |
+6,672
| New | +$364K | 0.29% | 48 |
|