WANY
Wealthspire Advisors (New York)’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 | $220K | Buy |
+3,505
| New | +$220K | ﹤0.01% | 761 |
|
|
2024
Q4 | – | Sell |
-3,516
| Closed | -$208K | – | 812 |
|
|
2024
Q3 | $208K | Buy |
+3,516
| New | +$208K | ﹤0.01% | 700 |
|
|
2024
Q2 | – | Sell |
-3,906
| Closed | -$229K | – | 677 |
|
|
2024
Q1 | $229K | Sell |
3,906
-135
| -3% | -$7.91K | ﹤0.01% | 568 |
|
|
2023
Q4 | $218K | Buy |
+4,041
| New | +$218K | ﹤0.01% | 595 |
|
|
2023
Q3 | – | Sell |
-3,761
| Closed | -$212K | – | 607 |
|
|
2023
Q2 | $212K | Sell |
3,761
-36
| -0.9% | -$2.03K | ﹤0.01% | 516 |
|
|
2023
Q1 | $205K | Buy |
+3,797
| New | +$205K | ﹤0.01% | 500 |
|
|
2022
Q2 | – | Sell |
-3,294
| Closed | -$201K | – | 508 |
|
|
2022
Q1 | $201K | Sell |
3,294
-3,570
| -52% | -$218K | ﹤0.01% | 416 |
|
|
2021
Q4 | $452K | Sell |
6,864
-36
| -0.5% | -$2.37K | 0.01% | 339 |
|
|
2021
Q3 | $433K | Buy |
6,900
+6,327
| +1,104% | +$397K | 0.01% | 386 |
|
|
2021
Q2 | $207K | Sell |
573
-868
| -60% | -$314K | 0.01% | 352 |
|
|
2021
Q1 | $476K | Buy |
+1,441
| New | +$476K | 0.01% | 410 |
|