iShares Dow Jones US Medical Dev. shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares Dow Jones US Medical Dev. (IHI) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in iShares Dow Jones US Medical Dev.
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Quarterly reported holdings in iShares Dow Jones US Medical Dev. by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $261k | 4.4k | 59.85 |
| 2024-09-30 | $264k | 4.5k | 58.75 |
| 2024-06-30 | $289k | 5.2k | 56.04 |
| 2024-03-31 | $419k | 7.2k | 58.59 |
| 2023-12-31 | $498k | 9.2k | 53.97 |
| 2023-09-30 | $475k | 9.8k | 48.50 |
| 2023-06-30 | $554k | 9.8k | 56.46 |
| 2023-03-31 | $579k | 11k | 53.98 |
| 2022-12-31 | $605k | 12k | 52.57 |
| 2022-09-30 | $612k | 13k | 47.98 |
| 2022-06-30 | $795k | 16k | 50.39 |
| 2022-03-31 | $1.4M | 21k | 65.84 |
| 2021-12-31 | $1.4M | 21k | 65.84 |
| 2021-09-30 | $1.4M | 23k | 62.74 |
| 2021-06-30 | $1.4M | 3.8k | 361.01 |
| 2021-03-31 | $2.7M | 8.2k | 330.25 |
| 2020-12-31 | $2.5M | 7.6k | 327.18 |
| 2020-09-30 | $2.7M | 8.9k | 299.52 |
| 2020-06-30 | $2.3M | 8.5k | 264.74 |
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