Joseph P. Lucia & Associates’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Joseph P. Lucia & Associates’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	-100	Closed	-$4K	–	476
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	366
2022 Q1	$4K	Buy	+100	New	+$4.24K	﹤0.01%	373
2021 Q4	–	Sell	-100	Closed	-$4K	–	594
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	467
2021 Q2	$4K	Sell	100 -80	-44%	-$3.24K	﹤0.01%	467
2021 Q1	$7K	Hold	180	–	–	﹤0.01%	407
2020 Q4	$7K	Buy	+180	New	+$6.41K	﹤0.01%	373
2020 Q3	–	Sell	-180	Closed	-$6K	–	487
2020 Q2	$6K	Buy	+180	New	+$5.43K	0.01%	360

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

Joseph P. Lucia & Associates's IEHS Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in IEHS in Q2 2020 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 2 funds tracked by Wall St. Rank hold IEHS as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 100 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2022, an estimated $4K.
Joseph P. Lucia & Associates first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q2 2020 and held it in 7 quarters.
Joseph P. Lucia & Associates's iShares Evolved U.S. Healthcare Staples ETF position peaked at $7K in Q1 2021.
2 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.