Financial Perspectives’s iShares Evolved U.S. Innovative Healthcare ETF IEIH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-8,053
Closed -$265K 711
2022
Q2
$265K Buy
8,053
+3
+0% +$98 0.15% 93
2022
Q1
$276K Buy
8,050
+6
+0.1% +$198 0.13% 103
2021
Q4
$285K Buy
8,044
+116
+1% +$4.05K 0.13% 98
2021
Q3
$278K Buy
7,928
+28
+0.4% +$1.01K 0.14% 100
2021
Q2
$276K Sell
7,900
-245,006
-97% -$8.16M 0.13% 103
2021
Q1
$7.82M Buy
252,906
+246,638
+3,935% +$8.21M 0.39% 43
2020
Q4
$203K Buy
6,268
+117
+2% +$3.65K 0.12% 114
2020
Q3
$186K Buy
6,151
+351
+6% +$10.6K 0.12% 102
2020
Q2
$174K Buy
+5,800
New +$166K 0.12% 97

Financial Perspectives's IEIH Position: Q3 2022 in Review

Financial Perspectives sold out of iShares Evolved U.S. Innovative Healthcare ETF (IEIH) in Q3 2022, closing a stake of 8,053 shares — an estimated $265K sold.

Financial Perspectives first reported a position in IEIH in Q2 2020 and held it in 9 quarters. The position peaked at $7.82M in Q1 2021. 0 funds tracked by Wall St. Rank hold IEIH as of Q3 2022.

  • Financial Perspectives reported no remaining iShares Evolved U.S. Innovative Healthcare ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Perspectives sold 8,053 iShares Evolved U.S. Innovative Healthcare ETF shares in Q3 2022, an estimated $265K.
  • Financial Perspectives first reported a position in iShares Evolved U.S. Innovative Healthcare ETF in Q2 2020 and held it in 9 quarters.
  • Financial Perspectives's iShares Evolved U.S. Innovative Healthcare ETF position peaked at $7.82M in Q1 2021.
  • 0 funds tracked by Wall St. Rank held iShares Evolved U.S. Innovative Healthcare ETF as of Q3 2022.

Based on Financial Perspectives's 13F filing for Q3 2022, filed 10 Jan 2024.