HF
IEHS

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

Halpern Financial’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
-201
Closed -$7.72K – 334
2022
Q2 		$7.72K Hold
201
– – ﹤0.01% 177
2022
Q1 		$8.78K Buy
+201
New +$8.53K ﹤0.01% 176

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

Halpern Financial's IEHS Position: Q3 2022 in Review

Halpern Financial sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2022, closing a stake of 201 shares — an estimated $7.72K sold.

Halpern Financial first reported a position in IEHS in Q1 2022 and held it in 2 quarters. The position peaked at $8.78K in Q1 2022. 2 funds tracked by Wall St. Rank hold IEHS as of Q3 2022.

  • Halpern Financial reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 201 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2022, an estimated $7.72K.
  • Halpern Financial first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q1 2022 and held it in 2 quarters.
  • Halpern Financial's iShares Evolved U.S. Healthcare Staples ETF position peaked at $8.78K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.