FFA
IEHS

Founders Financial Alliance’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Founders Financial Alliance’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
-642
Closed -$25K – 564
2022
Q2 		$25K Buy
+642
New +$26K 0.01% 393

Other funds holding IEHS

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Founders Financial Alliance's IEHS Position: Q3 2022 in Review

Founders Financial Alliance sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2022, closing a stake of 642 shares — an estimated $25K sold.

Founders Financial Alliance first reported a position in IEHS in Q2 2022 and held it in 1 quarter. The position peaked at $25K in Q2 2022. 2 funds tracked by Wall St. Rank hold IEHS as of Q3 2022.

  • Founders Financial Alliance reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 642 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2022, an estimated $25K.
  • Founders Financial Alliance first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q2 2022 and held it in 1 quarter.
  • Founders Financial Alliance's iShares Evolved U.S. Healthcare Staples ETF position peaked at $25K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.