Wealthcare Advisory Partners’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 | $337K | Buy |
+5,386
| New | +$337K | 0.01% | 752 |
|
2021
Q2 | – | Sell |
-1,290
| Closed | -$71K | – | 1172 |
|
2021
Q1 | $71K | Buy |
+1,290
| New | +$71K | 0.01% | 772 |
|
2020
Q2 | – | Sell |
-654
| Closed | -$25K | – | 829 |
|
2020
Q1 | $25K | Sell |
654
-1,170
| -64% | -$44.7K | ﹤0.01% | 674 |
|
2019
Q4 | $80K | Buy |
1,824
+354
| +24% | +$15.5K | 0.01% | 443 |
|
2019
Q3 | $61K | Buy |
+1,470
| New | +$61K | 0.01% | 490 |
|
2019
Q1 | – | Sell |
-5,310
| Closed | -$177K | – | 1245 |
|
2018
Q4 | $177K | Hold |
5,310
| – | – | 0.03% | 222 |
|
2018
Q3 | $201K | Sell |
5,310
-72
| -1% | -$2.73K | 0.04% | 223 |
|
2018
Q2 | $180K | Buy |
5,382
+72
| +1% | +$2.41K | 0.04% | 230 |
|
2018
Q1 | $164K | Hold |
5,310
| – | – | 0.04% | 217 |
|
2017
Q4 | $154K | Hold |
5,310
| – | – | 0.04% | 204 |
|
2017
Q3 | $148K | Buy |
5,310
+1,638
| +45% | +$45.7K | 0.04% | 170 |
|
2017
Q2 | $102K | Hold |
3,672
| – | – | 0.05% | 38 |
|
2017
Q1 | $93K | Hold |
3,672
| – | – | 0.05% | 36 |
|
2016
Q4 | $81K | Buy |
+3,672
| New | +$81K | 0.05% | 38 |
|