AF
IEHS

Allworth Financial’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Allworth Financial’s Portfolio IEHS Stock Details IEHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-90
Closed -$3K – 3267
2022
Q2 		$3K Buy
+90
New +$3.64K ﹤0.01% 1968

Other funds holding IEHS

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's IEHS Position: Q3 2022 in Review

Allworth Financial sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2022, closing a stake of 90 shares — an estimated $3K sold.

Allworth Financial first reported a position in IEHS in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 2 funds tracked by Wall St. Rank hold IEHS as of Q3 2022.

  • Allworth Financial reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2022 after selling out during the quarter.
  • Allworth Financial sold 90 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2022, an estimated $3K.
  • Allworth Financial first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q2 2022 and held it in 1 quarter.
  • Allworth Financial's iShares Evolved U.S. Healthcare Staples ETF position peaked at $3K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2022.

Based on Allworth Financial's 13F filing for Q3 2022, filed 18 Oct 2022.