SWM
IECS

Spire Wealth Management’s iShares Evolved U.S. Consumer Staples ETF IECS Stock Holding History

Spire Wealth Management’s Portfolio IECS Stock Details IECS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-102
Closed -$3K – 2730
2022
Q2 		$3K Buy
102
+1
+1% +$34 ﹤0.01% 2320
2022
Q1 		$3K Buy
101
+1
+1% +$34 ﹤0.01% 2364
2021
Q4 		$4K Buy
+100
New +$3.31K ﹤0.01% 2668

Other funds holding IECS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management's IECS Position: Q3 2022 in Review

Spire Wealth Management sold out of iShares Evolved U.S. Consumer Staples ETF (IECS) in Q3 2022, closing a stake of 102 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in IECS in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 0 funds tracked by Wall St. Rank hold IECS as of Q3 2022.

  • Spire Wealth Management reported no remaining iShares Evolved U.S. Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 102 iShares Evolved U.S. Consumer Staples ETF shares in Q3 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in iShares Evolved U.S. Consumer Staples ETF in Q4 2021 and held it in 3 quarters.
  • Spire Wealth Management's iShares Evolved U.S. Consumer Staples ETF position peaked at $4K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held iShares Evolved U.S. Consumer Staples ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.