United Asset Strategies’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
Q1 | – | Sell |
-5,769
| Closed | -$337K | – | 238 |
|
|
2024
Q4 | $337K | Buy |
5,769
+691
| +14% | +$40.3K | 0.03% | 199 |
|
|
2024
Q3 | $301K | Buy |
+5,078
| New | +$301K | 0.03% | 202 |
|
|
2024
Q1 | – | Sell |
-107,508
| Closed | -$5.8M | – | 240 |
|
|
2023
Q4 | $5.8M | Buy |
+107,508
| New | +$5.8M | 0.65% | 47 |
|
|
2023
Q1 | – | Sell |
-5,129
| Closed | -$270K | – | 232 |
|
|
2022
Q4 | $270K | Buy |
+5,129
| New | +$270K | 0.04% | 201 |
|
|
2021
Q1 | – | Sell |
-9,066
| Closed | -$495K | – | 219 |
|
|
2020
Q4 | $495K | Buy |
+9,066
| New | +$495K | 0.08% | 143 |
|
|
2020
Q1 | – | Sell |
-6,174
| Closed | -$272K | – | 194 |
|
|
2019
Q4 | $272K | Buy |
6,174
+414
| +7% | +$18.2K | 0.05% | 175 |
|
|
2019
Q3 | $237K | Buy |
+5,760
| New | +$237K | 0.05% | 165 |
|
|
2017
Q4 | – | Sell |
-14,070
| Closed | -$392K | – | 200 |
|
|
2017
Q3 | $392K | Buy |
+14,070
| New | +$392K | 0.22% | 95 |
|