OPS
IEHS

Orion Portfolio Solutions’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-113
Closed -$3K – 2259
2020
Q2 		$3K Hold
113
– – ﹤0.01% 1716
2020
Q1 		$3K Buy
+113
New +$3.42K ﹤0.01% 1521

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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Orion Portfolio Solutions's IEHS Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2020, closing a stake of 113 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in IEHS in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 9 funds tracked by Wall St. Rank hold IEHS as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 113 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares Evolved U.S. Healthcare Staples ETF position peaked at $3K in Q2 2020.
  • 9 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.