Cambridge Investment Research Advisors’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Cambridge Investment Research Advisors’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	-9,344	Closed	-$408K	–	3272
2022 Q1	$408K	Sell	9,344 -7,318	-44%	-$310K	﹤0.01%	2276
2021 Q4	$759K	Buy	16,662 +4,863	+41%	+$211K	﹤0.01%	1772
2021 Q3	$495K	Sell	11,799 -19,903	-63%	-$860K	﹤0.01%	2067
2021 Q2	$1.32M	Sell	31,702 -10,599	-25%	-$429K	0.01%	1347
2021 Q1	$1.64M	Buy	+42,301	New	+$1.62M	0.01%	1114

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 $445B AUM 25.58% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 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

Cambridge Investment Research Advisors's IEHS Position: Q2 2022 in Review

Cambridge Investment Research Advisors sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q2 2022, closing a stake of 9,344 shares — an estimated $408K sold.

Cambridge Investment Research Advisors first reported a position in IEHS in Q1 2021 and held it in 5 quarters. The position peaked at $1.64M in Q1 2021. 22 funds tracked by Wall St. Rank hold IEHS as of Q2 2022.

Cambridge Investment Research Advisors reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q2 2022 after selling out during the quarter.
Cambridge Investment Research Advisors sold 9,344 iShares Evolved U.S. Healthcare Staples ETF shares in Q2 2022, an estimated $408K.
Cambridge Investment Research Advisors first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q1 2021 and held it in 5 quarters.
Cambridge Investment Research Advisors's iShares Evolved U.S. Healthcare Staples ETF position peaked at $1.64M in Q1 2021.
22 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q2 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.