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

Blue Bell Private 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 Q2	–	Sell	-160	Closed	-$7K	–	924
2022 Q1	$7K	Sell	160 -60	-27%	-$2.54K	﹤0.01%	507
2021 Q4	$10K	Buy	+220	New	+$9.56K	﹤0.01%	413

Other funds holding IEHS

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WCM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Bell Private Wealth Management's IEHS Position: Q2 2022 in Review

Blue Bell Private Wealth Management sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q2 2022, closing a stake of 160 shares — an estimated $7K sold.

Blue Bell Private Wealth Management first reported a position in IEHS in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 22 funds tracked by Wall St. Rank hold IEHS as of Q2 2022.

Blue Bell Private Wealth Management reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q2 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 160 iShares Evolved U.S. Healthcare Staples ETF shares in Q2 2022, an estimated $7K.
Blue Bell Private Wealth Management first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q4 2021 and held it in 2 quarters.
Blue Bell Private Wealth Management's iShares Evolved U.S. Healthcare Staples ETF position peaked at $10K in Q4 2021.
22 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q2 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.