JIP
IEHS

Jaffetilchin Investment Partners’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Jaffetilchin Investment Partners’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
2020
Q1 		– Sell
-68,934
Closed -$2.21M – 236
2019
Q4 		$2.21M Hold
68,934
– – 0.48% 42
2019
Q3 		$1.97M Hold
68,934
– – 0.47% 37
2019
Q2 		$2.01M Buy
+68,934
New +$1.92M 0.47% 33

Other funds holding IEHS

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jaffetilchin Investment Partners's IEHS Position: Q1 2020 in Review

Jaffetilchin Investment Partners sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q1 2020, closing a stake of 68,934 shares — an estimated $2.21M sold.

Jaffetilchin Investment Partners first reported a position in IEHS in Q2 2019 and held it in 3 quarters. The position peaked at $2.21M in Q4 2019. 12 funds tracked by Wall St. Rank hold IEHS as of Q1 2020.

  • Jaffetilchin Investment Partners reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q1 2020 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 68,934 iShares Evolved U.S. Healthcare Staples ETF shares in Q1 2020, an estimated $2.21M.
  • Jaffetilchin Investment Partners first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q2 2019 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's iShares Evolved U.S. Healthcare Staples ETF position peaked at $2.21M in Q4 2019.
  • 12 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q1 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2020, filed 6 May 2020.