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 |
|