Waverly 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
$1.66M Buy
26,566
+16
+0.1% +$1K 0.02% 526
2025
Q1
$1.6M Sell
26,550
-223
-0.8% -$13.4K 0.02% 523
2024
Q4
$1.56M Buy
26,773
+685
+3% +$40K 0.02% 432
2024
Q3
$1.54M Buy
26,088
+567
+2% +$33.6K 0.03% 375
2024
Q2
$1.43M Buy
25,521
+832
+3% +$46.6K 0.03% 371
2024
Q1
$1.45M Buy
+24,689
New +$1.45M 0.03% 309