United Capital Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,893	Closed	-$205K	–	1015
2022 Q4	$205K	Buy	+3,893	New	+$198K	﹤0.01%	983
2021 Q1	–	Sell	-4,836	Closed	-$264K	–	1211
2020 Q4	$264K	Buy	+4,836	New	+$253K	﹤0.01%	1040
2019 Q4	–	Sell	-108	Closed	-$4K	–	1400
2019 Q3	$4K	Buy	+108	New	+$4.42K	﹤0.01%	1304
2017 Q3	–	Sell	-207,726	Closed	-$5.77M	–	1327
2017 Q2	$5.77M	Buy	+207,726	New	+$5.5M	0.05%	359
2016 Q4	–	Sell	-1,092,432	Closed	-$26.5M	–	1283
2016 Q3	$26.5M	Buy	+1,092,432	New	+$26M	0.26%	84
2015 Q4	–	Sell	-95,382	Closed	-$1.77M	–	1252
2015 Q3	$1.77M	Buy	95,382 +10,584	+12%	+$213K	0.02%	549
2015 Q2	$1.69M	Buy	84,798 +9,600	+13%	+$192K	0.02%	605
2015 Q1	$1.47M	Buy	75,198 +5,610	+8%	+$110K	0.02%	636
2014 Q4	$1.31M	Buy	+69,588	New	+$1.26M	0.02%	580