Number of Shares
4,944.00
Current Holdings Value*
$297,580.00
% of Portfolio
0.07%
Total Estimate Gain
$-896,675.92
% of Total Estimate Gain
-9.49%

Mason & Associates Inc's iShares U.S. Medical Devices ETF Holding Summary

As of 2025-03-31, Mason & Associates Inc held 4,944.00 shares of iShares U.S. Medical Devices ETF(IHI), totaling $297,580.00. This investment constitutes 0.07% of their stock portfolio, and Mason & Associates Inc now holds 0.01% of the outstanding iShares U.S. Medical Devices ETF(IHI) stock.

The initial trade took place in 2021Q4. And since then Mason & Associates Inc has made 6 purchases of IHI, at an average price of $63.33, for a total of 149,215.00 shares. In addition, there have been 7 sales at an average price of $57.20 for 144,271.00 shares. Based on historical transaction data and IHI's current price of $60.97, Mason & Associates Inc's estimated gain on his IHI holdings is $-896,675.92, reflecting a -9.49% gain to date.

Mason & Associates Inc IHI ($60.97) Holding Chart

Mason & Associates Inc IHI ($60.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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