Steward Partners Investment Advisory’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 | $1.49M | Buy |
23,716
+3,090
| +15% | +$194K | 0.01% | 823 |
|
|
2025
Q1 | $1.24M | Sell |
20,626
-2,073
| -9% | -$125K | 0.01% | 824 |
|
|
2024
Q4 | $1.32M | Sell |
22,699
-1,036
| -4% | -$60.5K | 0.01% | 776 |
|
|
2024
Q3 | $1.41M | Sell |
23,735
-1,215
| -5% | -$72K | 0.01% | 745 |
|
|
2024
Q2 | $1.4M | Sell |
24,950
-6,912
| -22% | -$387K | 0.01% | 700 |
|
|
2024
Q1 | $1.87M | Buy |
31,862
+3,645
| +13% | +$214K | 0.02% | 602 |
|
|
2023
Q4 | $1.52M | Sell |
28,217
-26,667
| -49% | -$1.44M | 0.02% | 584 |
|
|
2023
Q3 | $2.66M | Sell |
54,884
-10,289
| -16% | -$499K | 0.04% | 393 |
|
|
2023
Q2 | $3.68M | Buy |
65,173
+1,891
| +3% | +$107K | 0.06% | 326 |
|
|
2023
Q1 | $3.42M | Sell |
63,282
-4,554
| -7% | -$246K | 0.05% | 336 |
|
|
2022
Q4 | $3.57M | Sell |
67,836
-1,828
| -3% | -$96.1K | 0.06% | 320 |
|
|
2022
Q3 | $3.29M | Buy |
69,664
+2,475
| +4% | +$117K | 0.06% | 310 |
|
|
2022
Q2 | $3.39M | Buy |
67,189
+5,479
| +9% | +$276K | 0.06% | 306 |
|
|
2022
Q1 | $3.76M | Sell |
61,710
-21,676
| -26% | -$1.32M | 0.06% | 323 |
|
|
2021
Q4 | $5.49M | Sell |
83,386
-4,689
| -5% | -$309K | 0.08% | 249 |
|
|
2021
Q3 | $5.53M | Buy |
88,075
+3,211
| +4% | +$202K | 0.1% | 236 |
|
|
2021
Q2 | $5.11M | Sell |
84,864
-43,908
| -34% | -$2.64M | 0.09% | 244 |
|
|
2021
Q1 | $7.09M | Buy |
128,772
+15,582
| +14% | +$858K | 0.12% | 174 |
|
|
2020
Q4 | $6.17M | Buy |
113,190
+7,140
| +7% | +$389K | 0.13% | 166 |
|
|
2020
Q3 | $5.3M | Buy |
106,050
+25,698
| +32% | +$1.28M | 0.13% | 175 |
|
|
2020
Q2 | $3.55M | Buy |
80,352
+31,944
| +66% | +$1.41M | 0.1% | 213 |
|
|
2020
Q1 | $1.82M | Sell |
48,408
-4,632
| -9% | -$174K | 0.07% | 275 |
|
|
2019
Q4 | $2.34M | Buy |
53,040
+18,396
| +53% | +$810K | 0.07% | 283 |
|
|
2019
Q3 | $1.43M | Buy |
34,644
+9,414
| +37% | +$388K | 0.05% | 335 |
|
|
2019
Q2 | $1.01M | Buy |
25,230
+2,922
| +13% | +$117K | 0.04% | 387 |
|
|
2019
Q1 | $861K | Sell |
22,308
-2,238
| -9% | -$86.4K | 0.04% | 396 |
|
|
2018
Q4 | $817K | Sell |
24,546
-66
| -0.3% | -$2.2K | 0.04% | 375 |
|
|
2018
Q3 | $933K | Buy |
24,612
+2,034
| +9% | +$77.1K | 0.04% | 362 |
|
|
2018
Q2 | $755K | Buy |
22,578
+21,792
| +2,773% | +$729K | 0.05% | 359 |
|
|
2018
Q1 | $24K | Hold |
786
| – | – | ﹤0.01% | 1263 |
|
|
2017
Q4 | $22K | Buy |
786
+636
| +424% | +$17.8K | ﹤0.01% | 1082 |
|
|
2017
Q3 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 1354 |
|