Patriot Financial Group Insurance Agency’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Patriot Financial Group Insurance Agency’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	-51	Closed	-$2K	–	2119
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	1842
2022 Q1	$2K	Hold	51	–	–	﹤0.01%	1902
2021 Q4	$2K	Buy	51 +1	+2%	+$43	﹤0.01%	1997
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	2005
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	1935
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	1831
2020 Q4	$2K	Buy	+50	New	+$1.78K	﹤0.01%	1696

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

Patriot Financial Group Insurance Agency's IEHS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2022, closing a stake of 51 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in IEHS in Q4 2020 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 2 funds tracked by Wall St. Rank hold IEHS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 51 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's iShares Evolved U.S. Healthcare Staples ETF position peaked at $2K in Q2 2022.
2 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.