TA
TruWealth Advisors’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 | $1.01M | Sell |
16,102
-120
| -0.7% | -$7.52K | 0.06% | 90 |
|
|
2025
Q1 | $976K | Hold |
16,222
| – | – | 0.06% | 81 |
|
|
2024
Q4 | $947K | Sell |
16,222
-1,990
| -11% | -$116K | 0.06% | 80 |
|
|
2024
Q3 | $1.08M | Sell |
18,212
-7,511
| -29% | -$445K | 0.07% | 79 |
|
|
2024
Q2 | $1.44M | Sell |
25,723
-676
| -3% | -$37.9K | 0.1% | 74 |
|
|
2024
Q1 | $1.55M | Sell |
26,399
-2,812
| -10% | -$165K | 0.11% | 76 |
|
|
2023
Q4 | $1.58M | Sell |
29,211
-13,566
| -32% | -$732K | 0.12% | 69 |
|
|
2023
Q3 | $2.07M | Sell |
42,777
-417,252
| -91% | -$20.2M | 0.18% | 61 |
|
|
2023
Q2 | $26M | Buy |
460,029
+6,407
| +1% | +$362K | 2.23% | 12 |
|
|
2023
Q1 | $24.5M | Buy |
453,622
+17,179
| +4% | +$927K | 2.24% | 10 |
|
|
2022
Q4 | $22.9M | Buy |
436,443
+27,067
| +7% | +$1.42M | 2.24% | 11 |
|
|
2022
Q3 | $19.3M | Buy |
409,376
+18,379
| +5% | +$867K | 2.04% | 13 |
|
|
2022
Q2 | $19.7M | Buy |
390,997
+19,339
| +5% | +$975K | 2.11% | 12 |
|
|
2022
Q1 | $22.7M | Buy |
371,658
+9,481
| +3% | +$578K | 2.36% | 10 |
|
|
2021
Q4 | $23.8M | Buy |
362,177
+8,814
| +2% | +$580K | 2.41% | 10 |
|
|
2021
Q3 | $22.2M | Buy |
353,363
+295,948
| +515% | +$18.6M | 2.47% | 8 |
|
|
2021
Q2 | $20.7M | Buy |
57,415
+2,713
| +5% | +$979K | 2.43% | 8 |
|
|
2021
Q1 | $18.1M | Buy |
54,702
+3,660
| +7% | +$1.21M | 2.45% | 8 |
|
|
2020
Q4 | $16.7M | Buy |
+51,042
| New | +$16.7M | 2.49% | 9 |
|