Strategic Wealth Partners’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 | $402K | Buy |
+6,423
| New | +$402K | 0.03% | 237 |
|
2024
Q4 | $709K | Sell |
10,998
-127,769
| -92% | -$8.23M | 0.06% | 173 |
|
2024
Q3 | $8.22M | Buy |
138,767
+4,111
| +3% | +$243K | 0.79% | 39 |
|
2024
Q2 | $7.55M | Buy |
134,656
+6,322
| +5% | +$354K | 0.79% | 34 |
|
2024
Q1 | $7.52M | Buy |
128,334
+12,482
| +11% | +$731K | 0.82% | 35 |
|
2023
Q4 | $6.25M | Buy |
+115,852
| New | +$6.25M | 0.77% | 36 |
|
2019
Q1 | – | Sell |
-780
| Closed | -$26K | – | 791 |
|
2018
Q4 | $26K | Hold |
780
| – | – | 0.01% | 295 |
|
2018
Q3 | $30K | Hold |
780
| – | – | 0.02% | 283 |
|
2018
Q2 | $26K | Hold |
780
| – | – | 0.02% | 337 |
|
2018
Q1 | $24K | Buy |
+780
| New | +$24K | 0.01% | 329 |
|