BRC
IEHS

Bell Rock Capital’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Bell Rock Capital’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
2020
Q1 		– Sell
-50
Closed -$1K – 346
2019
Q4 		$1K Hold
50
– – ﹤0.01% 378
2019
Q3 		$1K Hold
50
– – ﹤0.01% 360
2019
Q2 		$1K Buy
+50
New +$1.39K ﹤0.01% 368

Other funds holding IEHS

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bell Rock Capital's IEHS Position: Q1 2020 in Review

Bell Rock Capital sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q1 2020, closing a stake of 50 shares — an estimated $1K sold.

Bell Rock Capital first reported a position in IEHS in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 12 funds tracked by Wall St. Rank hold IEHS as of Q1 2020.

  • Bell Rock Capital reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 50 iShares Evolved U.S. Healthcare Staples ETF shares in Q1 2020, an estimated $1K.
  • Bell Rock Capital first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q2 2019 and held it in 3 quarters.
  • Bell Rock Capital's iShares Evolved U.S. Healthcare Staples ETF position peaked at $1K in Q4 2019.
  • 12 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.