SFPG
Stonebridge Financial Planning 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 | $2.01M | Sell |
32,027
-3,662
| -10% | -$229K | 0.84% | 35 |
|
|
2025
Q1 | $2.15M | Buy |
35,689
+805
| +2% | +$48.5K | 0.98% | 30 |
|
|
2024
Q4 | $2.04M | Sell |
34,884
-1,180
| -3% | -$68.9K | 0.91% | 33 |
|
|
2024
Q3 | $2.14M | Sell |
36,064
-5,126
| -12% | -$304K | 1.02% | 28 |
|
|
2024
Q2 | $2.31M | Sell |
41,190
-2,981
| -7% | -$167K | 1.16% | 22 |
|
|
2024
Q1 | $2.59M | Sell |
44,171
-15,037
| -25% | -$881K | 1.37% | 14 |
|
|
2023
Q4 | $3.2M | Sell |
59,208
-24,895
| -30% | -$1.34M | 1.84% | 10 |
|
|
2023
Q3 | $4.08M | Sell |
84,103
-6,561
| -7% | -$318K | 2.62% | 6 |
|
|
2023
Q2 | $5.12M | Sell |
90,664
-185
| -0.2% | -$10.4K | 3.12% | 4 |
|
|
2023
Q1 | $4.9M | Buy |
90,849
+296
| +0.3% | +$16K | 3.16% | 4 |
|
|
2022
Q4 | $4.76M | Sell |
90,553
-1,206
| -1% | -$63.4K | 3.17% | 4 |
|
|
2022
Q3 | $4.33M | Buy |
91,759
+7,050
| +8% | +$333K | 3.03% | 3 |
|
|
2022
Q2 | $4.27M | Sell |
84,709
-6,832
| -7% | -$345K | 2.9% | 5 |
|
|
2022
Q1 | $5.58M | Sell |
91,541
-109
| -0.1% | -$6.64K | 3.12% | 5 |
|
|
2021
Q4 | $5.3M | Buy |
91,650
+2,733
| +3% | +$158K | 2.78% | 6 |
|
|
2021
Q3 | $5.85M | Buy |
88,917
+72,654
| +447% | +$4.78M | 2.86% | 5 |
|
|
2021
Q2 | $6.01M | Sell |
16,263
-49
| -0.3% | -$18.1K | 3.19% | 4 |
|
|
2021
Q1 | $5.55M | Buy |
16,312
+767
| +5% | +$261K | 3.24% | 5 |
|
|
2020
Q4 | $5.09M | Buy |
15,545
+1,310
| +9% | +$429K | 3.22% | 5 |
|
|
2020
Q3 | $4.47M | Buy |
14,235
+913
| +7% | +$287K | 3.22% | 5 |
|
|
2020
Q2 | $3.57M | Buy |
13,322
+344
| +3% | +$92.3K | 3.04% | 6 |
|
|
2020
Q1 | $3.13M | Buy |
12,978
+1,165
| +10% | +$281K | 3.12% | 6 |
|
|
2019
Q4 | $3.12M | Buy |
+11,813
| New | +$3.12M | 2.82% | 6 |
|