Valley Financial Management’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
2023
Q2
$1.71M Sell
30,274
-569
-2% -$32.1K 0.88% 28
2023
Q1
$1.66M Buy
30,843
+9,218
+43% +$498K 1.03% 31
2022
Q4
$1.14M Buy
+21,625
New +$1.14M 0.63% 31