SIAP
IEHS

Sterling Investment Advisors (Pennsylvania)’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-65
Closed -$17K – 577
2022
Q2 		$17K Hold
65
– – 0.01% 347
2022
Q1 		$19K Buy
+65
New +$2.76K 0.01% 364

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

Sterling Investment Advisors (Pennsylvania)'s IEHS Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2022, closing a stake of 65 shares — an estimated $17K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IEHS in Q1 2022 and held it in 2 quarters. The position peaked at $19K in Q1 2022. 2 funds tracked by Wall St. Rank hold IEHS as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 65 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2022, an estimated $17K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q1 2022 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s iShares Evolved U.S. Healthcare Staples ETF position peaked at $19K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.