WWA
WCG Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
38,930
-5,004
| -11% | -$313K | 0.16% | 138 |
|
|
2025
Q1 | $2.64M | Sell |
43,934
-1,415
| -3% | -$85.2K | 0.2% | 121 |
|
|
2024
Q4 | $2.65M | Buy |
45,349
+460
| +1% | +$26.8K | 0.17% | 123 |
|
|
2024
Q3 | $2.66M | Buy |
44,889
+180
| +0.4% | +$10.7K | 0.18% | 130 |
|
|
2024
Q2 | $2.51M | Buy |
44,709
+2,776
| +7% | +$156K | 0.19% | 115 |
|
|
2024
Q1 | $2.46M | Buy |
41,933
+7,418
| +21% | +$435K | 0.21% | 106 |
|
|
2023
Q4 | $1.86M | Buy |
34,515
+4,590
| +15% | +$248K | 0.14% | 145 |
|
|
2023
Q3 | $1.45M | Buy |
+29,925
| New | +$1.45M | 0.11% | 161 |
|
|
2023
Q1 | – | Sell |
-11,107
| Closed | -$584K | – | 162 |
|
|
2022
Q4 | $584K | Buy |
11,107
+1,374
| +14% | +$72.2K | 0.08% | 133 |
|
|
2022
Q3 | $529K | Sell |
9,733
-3,071
| -24% | -$167K | 0.07% | 176 |
|
|
2022
Q2 | $646K | Buy |
+12,804
| New | +$646K | 0.09% | 150 |
|