WESPAC 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 | – | Sell |
-11,930
| Closed | -$718K | – | 184 |
|
|
2025
Q1 | $718K | Sell |
11,930
-4,064
| -25% | -$245K | 0.59% | 73 |
|
|
2024
Q4 | $933K | Buy |
15,994
+1,001
| +7% | +$58.4K | 0.69% | 43 |
|
|
2024
Q3 | $888K | Sell |
14,993
-14,436
| -49% | -$855K | 0.66% | 52 |
|
|
2024
Q2 | $1.65M | Sell |
29,429
-10,437
| -26% | -$585K | 1.29% | 16 |
|
|
2024
Q1 | $2.34M | Buy |
39,866
+6,544
| +20% | +$383K | 1.36% | 14 |
|
|
2023
Q4 | $1.8M | Sell |
33,322
-3,922
| -11% | -$212K | 1.25% | 18 |
|
|
2023
Q3 | $1.81M | Sell |
37,244
-570
| -2% | -$27.6K | 1.35% | 19 |
|
|
2023
Q2 | $2.13M | Buy |
37,814
+4,092
| +12% | +$231K | 1.71% | 12 |
|
|
2023
Q1 | $1.82M | Buy |
33,722
+6,862
| +26% | +$370K | 1.71% | 18 |
|
|
2022
Q4 | $1.41M | Buy |
+26,860
| New | +$1.41M | 2.45% | 9 |
|
|
2020
Q3 | – | Sell |
-17,394
| Closed | -$768K | – | 98 |
|
|
2020
Q2 | $768K | Buy |
+17,394
| New | +$768K | 0.87% | 43 |
|
|
2019
Q4 | – | Sell |
-18,456
| Closed | -$761K | – | 108 |
|
|
2019
Q3 | $761K | Sell |
18,456
-3,108
| -14% | -$128K | 0.76% | 52 |
|
|
2019
Q2 | $865K | Buy |
+21,564
| New | +$865K | 0.65% | 50 |
|
|
2019
Q1 | – | Sell |
-36,066
| Closed | -$1.2M | – | 133 |
|
|
2018
Q4 | $1.2M | Buy |
+36,066
| New | +$1.2M | 1.16% | 34 |
|
|
2017
Q4 | – | Sell |
-25,140
| Closed | -$700K | – | 131 |
|
|
2017
Q3 | $700K | Buy |
25,140
+1,074
| +4% | +$29.9K | 0.46% | 67 |
|
|
2017
Q2 | $668K | Buy |
24,066
+6,558
| +37% | +$182K | 0.46% | 67 |
|
|
2017
Q1 | $442K | Buy |
+17,508
| New | +$442K | 0.51% | 67 |
|