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

HighMark 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 Q3	–	Sell	-500	Closed	-$19K	–	574
2022 Q2	$19K	Hold	500	–	–	0.02%	169
2022 Q1	$22K	Buy	+500	New	+$21.2K	0.01%	171

Other funds holding IEHS

WCM

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HighMark Wealth Management's IEHS Position: Q3 2022 in Review

HighMark Wealth Management sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2022, closing a stake of 500 shares — an estimated $19K sold.

HighMark Wealth Management first reported a position in IEHS in Q1 2022 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 2 funds tracked by Wall St. Rank hold IEHS as of Q3 2022.

HighMark Wealth Management reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2022 after selling out during the quarter.
HighMark Wealth Management sold 500 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2022, an estimated $19K.
HighMark Wealth Management first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q1 2022 and held it in 2 quarters.
HighMark Wealth Management's iShares Evolved U.S. Healthcare Staples ETF position peaked at $22K in Q1 2022.
2 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2022.

Based on HighMark Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.