BerganKDV Wealth Management’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

BerganKDV Wealth Management’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	-300	Closed	-$12K	–	1100
2022 Q2	$12K	Hold	300	–	–	﹤0.01%	572
2022 Q1	$13K	Hold	300	–	–	﹤0.01%	582
2021 Q4	$14K	Buy	+300	New	+$13K	﹤0.01%	607

Other funds holding IEHS

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BerganKDV Wealth Management's IEHS Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2022, closing a stake of 300 shares — an estimated $12K sold.

BerganKDV Wealth Management first reported a position in IEHS in Q4 2021 and held it in 3 quarters. The position peaked at $14K in Q4 2021. 2 funds tracked by Wall St. Rank hold IEHS as of Q3 2022.

BerganKDV Wealth Management reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 300 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2022, an estimated $12K.
BerganKDV Wealth Management first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q4 2021 and held it in 3 quarters.
BerganKDV Wealth Management's iShares Evolved U.S. Healthcare Staples ETF position peaked at $14K in Q4 2021.
2 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.