Summit Trail Advisors’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
$678K Buy
+10,821
New +$678K 0.01% 615
2024
Q4
Sell
-14,866
Closed -$880K 555
2024
Q3
$880K Hold
14,866
0.02% 289
2024
Q2
$833K Hold
14,866
0.02% 268
2024
Q1
$871K Hold
14,866
0.02% 236
2023
Q4
$802K Hold
14,866
0.03% 207
2023
Q3
$723K Hold
14,866
0.03% 212
2023
Q2
$839K Hold
14,866
0.03% 191
2023
Q1
$802K Buy
+14,866
New +$802K 0.03% 156