Valeo Financial 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 | $325K | Buy |
5,187
+3
| +0.1% | +$188 | 0.01% | 554 |
|
|
2025
Q1 | $312K | Sell |
5,184
-28
| -0.5% | -$1.69K | 0.01% | 521 |
|
|
2024
Q4 | $304K | Buy |
5,212
+10
| +0.2% | +$584 | 0.01% | 528 |
|
|
2024
Q3 | $308K | Sell |
5,202
-1,226
| -19% | -$72.6K | 0.01% | 515 |
|
|
2024
Q2 | $360K | Sell |
6,428
-42
| -0.6% | -$2.35K | 0.01% | 469 |
|
|
2024
Q1 | $360K | Buy |
6,470
+1,587
| +33% | +$88.3K | 0.01% | 451 |
|
|
2023
Q4 | $264K | Buy |
+4,883
| New | +$264K | 0.01% | 530 |
|
|
2023
Q3 | – | Sell |
-3,602
| Closed | -$203K | – | 632 |
|
|
2023
Q2 | $203K | Sell |
3,602
-320
| -8% | -$18.1K | 0.01% | 542 |
|
|
2023
Q1 | $212K | Buy |
+3,922
| New | +$212K | 0.01% | 538 |
|
|
2022
Q2 | – | Sell |
-4,105
| Closed | -$250K | – | 533 |
|
|
2022
Q1 | $250K | Buy |
4,105
+513
| +14% | +$31.2K | 0.01% | 471 |
|
|
2021
Q4 | $237K | Buy |
+3,592
| New | +$237K | 0.01% | 457 |
|
|
2021
Q2 | – | Sell |
-2,040
| Closed | -$112K | – | 1051 |
|
|
2021
Q1 | $112K | Sell |
2,040
-306
| -13% | -$16.8K | 0.01% | 562 |
|
|
2020
Q4 | $128K | Hold |
2,346
| – | – | 0.01% | 501 |
|
|
2020
Q3 | $117K | Sell |
2,346
-2,472
| -51% | -$123K | 0.01% | 427 |
|
|
2020
Q2 | $213K | Buy |
4,818
+378
| +9% | +$16.7K | 0.02% | 304 |
|
|
2020
Q1 | $182K | Buy |
4,440
+6
| +0.1% | +$246 | 0.02% | 309 |
|
|
2019
Q4 | $195K | Hold |
4,434
| – | – | 0.02% | 327 |
|
|
2019
Q3 | $183K | Buy |
4,434
+2,400
| +118% | +$99.1K | 0.02% | 316 |
|
|
2019
Q2 | $82K | Hold |
2,034
| – | – | 0.01% | 470 |
|
|
2019
Q1 | $78K | Hold |
2,034
| – | – | 0.01% | 460 |
|
|
2018
Q4 | $68K | Buy |
2,034
+6
| +0.3% | +$201 | 0.01% | 444 |
|
|
2018
Q3 | $69K | Hold |
2,028
| – | – | 0.01% | 479 |
|
|
2018
Q2 | $70K | Sell |
2,028
-3,600
| -64% | -$124K | 0.01% | 470 |
|
|
2018
Q1 | $174K | Buy |
5,628
+1,200
| +27% | +$37.1K | 0.03% | 268 |
|
|
2017
Q4 | $128K | Buy |
4,428
+2,400
| +118% | +$69.4K | 0.02% | 298 |
|
|
2017
Q3 | $56K | Buy |
+2,028
| New | +$56K | 0.01% | 388 |
|