LPL Financial
IEHS

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

LPL 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
-6,793
Closed -$261K – 4577
2022
Q2 		$261K Sell
6,793
-30,494
-82% -$1.23M ﹤0.01% 3736
2022
Q1 		$1.63M Buy
37,287
+32,648
+704% +$1.38M ﹤0.01% 2218
2021
Q4 		$211K Buy
+4,639
New +$202K ﹤0.01% 3950

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

LPL Financial's IEHS Position: Q3 2022 in Review

LPL Financial sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2022, closing a stake of 6,793 shares — an estimated $261K sold.

LPL Financial first reported a position in IEHS in Q4 2021 and held it in 3 quarters. The position peaked at $1.63M in Q1 2022. 2 funds tracked by Wall St. Rank hold IEHS as of Q3 2022.

  • LPL Financial reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2022 after selling out during the quarter.
  • LPL Financial sold 6,793 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2022, an estimated $261K.
  • LPL Financial first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q4 2021 and held it in 3 quarters.
  • LPL Financial's iShares Evolved U.S. Healthcare Staples ETF position peaked at $1.63M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2022.

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