SWM
IEIH

Strategic Wealth Management’s iShares Evolved U.S. Innovative Healthcare ETF IEIH Stock Holding History

Strategic Wealth Management’s Portfolio IEIH Stock Details IEIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$3.52M Hold
99,162
– – 1.74% 20
2021
Q3 		$3.48M Buy
99,162
+1,539
+2% +$55.7K 1.81% 16
2021
Q2 		$3.42M Sell
97,623
-3,952
-4% -$132K 1.84% 20
2021
Q1 		$3.29M Hold
101,575
– – 1.97% 16
2020
Q4 		$3.29M Sell
101,575
-400
-0.4% -$12.5K 2.02% 18
2020
Q3 		$3.08M Buy
+101,975
New +$3.09M 2.3% 14

Other funds holding IEIH

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $358M AUM 22.18% 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
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Strategic Wealth Management's IEIH Position: Q4 2021 in Review

Strategic Wealth Management held its iShares Evolved U.S. Innovative Healthcare ETF (IEIH) position steady in Q4 2021 at 99,162 shares worth $3.52M. The position accounts for 1.74% of the portfolio, ranked #20.

Strategic Wealth Management first reported a position in IEIH in Q3 2020 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold IEIH as of Q4 2021.

  • Strategic Wealth Management held 99,162 shares of iShares Evolved U.S. Innovative Healthcare ETF worth $3.52M as of Q4 2021.
  • Strategic Wealth Management left its iShares Evolved U.S. Innovative Healthcare ETF share count unchanged in Q4 2021.
  • iShares Evolved U.S. Innovative Healthcare ETF made up 1.74% of Strategic Wealth Management's portfolio in Q4 2021, its #20 holding.
  • Strategic Wealth Management first reported a position in iShares Evolved U.S. Innovative Healthcare ETF in Q3 2020 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares Evolved U.S. Innovative Healthcare ETF as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.