Western Wealth Management’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 | $276K | Buy |
4,403
+402
| +10% | +$25.2K | 0.02% | 572 |
|
2025
Q1 | $241K | Buy |
+4,001
| New | +$241K | 0.02% | 594 |
|
2024
Q4 | – | Sell |
-3,696
| Closed | -$219K | – | 699 |
|
2024
Q3 | $219K | Sell |
3,696
-207
| -5% | -$12.3K | 0.01% | 691 |
|
2024
Q2 | $219K | Sell |
3,903
-54
| -1% | -$3.03K | 0.02% | 602 |
|
2024
Q1 | $232K | Buy |
3,957
+57
| +1% | +$3.34K | 0.02% | 582 |
|
2023
Q4 | $210K | Buy |
+3,900
| New | +$210K | 0.02% | 646 |
|
2023
Q3 | – | Sell |
-3,767
| Closed | -$213K | – | 667 |
|
2023
Q2 | $213K | Sell |
3,767
-38
| -1% | -$2.15K | 0.02% | 601 |
|
2023
Q1 | $205K | Sell |
3,805
-232
| -6% | -$12.5K | 0.02% | 600 |
|
2022
Q4 | $212K | Sell |
4,037
-7,911
| -66% | -$416K | 0.02% | 558 |
|
2022
Q3 | $565K | Sell |
11,948
-414
| -3% | -$19.6K | 0.03% | 442 |
|
2022
Q2 | $624K | Sell |
12,362
-1,577
| -11% | -$79.6K | 0.04% | 414 |
|
2022
Q1 | $850K | Buy |
13,939
+6,851
| +97% | +$418K | 0.04% | 375 |
|
2021
Q4 | $466K | Buy |
+7,088
| New | +$466K | 0.05% | 341 |
|
2021
Q2 | $450K | Sell |
7,512
-5,460
| -42% | -$327K | 0.05% | 380 |
|
2021
Q1 | $714K | Sell |
12,972
-654
| -5% | -$36K | 0.1% | 214 |
|
2020
Q4 | $743K | Sell |
13,626
-3,432
| -20% | -$187K | 0.11% | 198 |
|
2020
Q3 | $852K | Sell |
17,058
-828
| -5% | -$41.4K | 0.14% | 166 |
|
2020
Q2 | $791K | Buy |
17,886
+12,540
| +235% | +$555K | 0.14% | 157 |
|
2020
Q1 | $201K | Sell |
5,346
-66,306
| -93% | -$2.49M | 0.05% | 342 |
|
2019
Q4 | $3.16M | Sell |
71,652
-1,830
| -2% | -$80.6K | 0.48% | 43 |
|
2019
Q3 | $3.03M | Buy |
73,482
+210
| +0.3% | +$8.65K | 0.63% | 28 |
|
2019
Q2 | $2.94M | Buy |
73,272
+66,540
| +988% | +$2.67M | 0.39% | 51 |
|
2019
Q1 | $258K | Buy |
+6,732
| New | +$258K | 0.06% | 314 |
|